Ronald Wilkins is a financial advisor at Stifel with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2007. Based in Jacksonville, FL, his career spans nearly two decades at the firm. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides a variety of financial planning and advisory solutions tailored to client discretion.

Nicole Di Massa is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cohen & Steers Securities, Cohen & Steers Capital Management, Lord Abbett Distributor LLC, and Merrill. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Peter Sabatino is a financial advisor with Stifel in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is the sole owner of Dexter Enterprises A1 L.L.C., a business involved in buying and selling tax liens and deeds. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Henry Berg is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Based in Jacksonville, FL, Berg’s career includes a decade at his current firm. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.