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Thomas H

Series 63, Series 65

Flint, MI

STIFEL

Thomas Hankins Sr. is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a nine-year tenure at Ameriprise Financial Services. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing 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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Gary D

Series 63, Series 65

Flint, MI

STIFEL

Gary Denis is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Ameriprise Financial Services, Inc. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

General retirement planning Income planning
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Keith H

Series 63, Series 65

Flint, MI

STIFEL

Keith Holzwarth is a financial advisor with Stifel in Flint, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Anthony L

Series 63, Series 65, Series 66

Flint, MI

STIFEL

Anthony Lauzon is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes nine years at Ameriprise Financial Services before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Andrea A

Series 66

Flint, MI

STIFEL

Andrea Attwood is a financial advisor at Stifel with 14 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, she held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as a Notary Public in Flint, Michigan. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing guidance through forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Christopher R

CFP®, Series 66

Flint, MI

STIFEL

Christopher Rodriguez is a CFP® professional with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

General retirement planning Income planning
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