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Kelly A

CFP®, Series 66

Clayton, MO

STIFEL

Kelly Andrews is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, Andrews worked at Southeastern Grocers and Schnucks. He holds a Series 66 license and is based in Clayton, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis using forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Kevin Z

Series 63, Series 66

Clayton, MO

STIFEL

Kevin Zeldin is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. He has been involved with the Jewish Federation of St. Louis since 2000. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance based on forward-looking capital market assumptions.

General retirement planning Income planning
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Mary H

Series 63, Series 66

Clayton, MO

STIFEL

Mary Haislip is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2001. Outside of her advisory role, she serves as a trustee for The Kathryn G Favre Foundation for Animals and volunteers with the World Bird Sanctuary, assisting with fundraising efforts. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Ellen L

Series 63, Series 65

Clayton, MO

STIFEL

Ellen Liss is a financial advisor at Stifel with 28 years of industry experience. She has been with Stifel, Nicolaus & Company Incorporated since 2002. Outside of her advisory role, she is involved with Forest Park Forever's Women's Committee, where she helps plan an annual fundraiser. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling to guide asset allocation and planning.

General retirement planning Income planning
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Alexis D

Series 66

Clayton, MO

STIFEL

Alexis Donley is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has a work background that includes roles at John Sinclair Nissan and educational institutions such as Southeast Missouri State University and Ursuline Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

General retirement planning Income planning
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John R

Series 63, Series 65

Clayton, MO

STIFEL

John Russell is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 1988. Outside of his advisory work, he serves on several cultural and healthcare boards in the St. Louis area, including the Regional Arts Commission and Opera Theatre St. Louis. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decisions.

General retirement planning Income planning
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Keith T

Series 63, Series 65

Clayton, MO

STIFEL

Keith Thompson is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 1996 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Thompson serves on the boards of several nonprofit organizations, including the Metropolitan Community Churches Board of Pensions and Doorways Housing, and is involved with the Stray Dog Theatre in St. Louis. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Rick H

Series 63, Series 65

Clayton, MO

STIFEL

Rick Hawkes Jr. is a financial advisor at Stifel with 23 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2007. Outside of his advisory role, he serves as President of the Board and as a board member for Collinsville Charities for Children, where he helps organize fundraising events to support children in need. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary modeling from its Investment Strategy Group to inform asset allocation and planning analyses.

General retirement planning Income planning
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Steven G

Series 63, Series 65

Clayton, MO

STIFEL

Steven Goldberg is a financial advisor with Stifel Nicolaus & Company Incorporated in Clayton, MO, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Stifel since 2002. Outside of his advisory role, he serves as a board member of the University of Michigan Alumni Club of St. Louis and participates on the finance committee of PROMO, a Missouri organization advocating for LGBT equality. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Kyle L

Series 63, Series 65

Clayton, MO

STIFEL

Kyle Lichtenstein is a financial advisor at Stifel with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Stifel Nicolaus & Company and Charles Schwab, among other firms. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Jessica D

Series 66

Clayton, MO

STIFEL

Jessica Daniel is a financial advisor at Stifel with four years of industry experience. She holds the Series 66 designation and has worked at Stifel since 2021. Her prior experience includes roles at NextMed and Walgreens, as well as employment at Desert Sky Middle School and Davis-Monthan Air Force Base. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and modeling developed by its Investment Strategy Group, supporting client decisions with a variety of planning tools and asset allocation guidance.

General retirement planning Income planning
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Ryan F

CFP®, Series 66

Clayton, MO

STIFEL

Ryan Franzen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus since 2008. He holds the Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.

General retirement planning Income planning
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