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Alan B

CFP®, Series 63, Series 66

Jefferson City, MO

STIFEL

Alan Beatty is a CFP®-certified financial advisor with Stifel in Jefferson City, MO, bringing 11 years of industry experience. He has worked with Stifel Nicolaus & Co., Inc. since 2014. Outside of his advisory role, he is involved in managing rental properties. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Anthony S

Series 63, Series 65

Jefferson City, MO

STIFEL

Anthony Shanley is a financial advisor at Stifel with 26 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 1999. Outside of his advisory work, he serves as an Advisory Board Director and board member for The Special Learning Center, a not-for-profit organization in Jefferson City, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and allocation guidance.

General retirement planning Income planning
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Sally B

Series 63, Series 66

Jefferson City, MO

STIFEL

Sally Bingaman is a financial advisor at Stifel with 15 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Advisors LLC for 11 years and Waddell & Reed for four years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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