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Philip E
Series 63, Series 66
New London, NH
STIFEL
Philip Estabrook III is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and possessing 51 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008, following a decade at A.G. Edwards & Sons, Inc. Estabrook serves on the boards of the Newport Library Arts Center and the Newport Charitable Fund, providing guidance on investment and charitable giving. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Timothy S
Series 63, Series 66
New London, NH
STIFEL
Timothy Sumner is a financial advisor at Stifel with 22 years of industry experience. His background includes roles at Lloyds Securities, CTR Capital, Infinex Investments, and Ledyard National Bank. He holds Series 63 and Series 66 licenses. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary methodologies from its Investment Strategy Group.
Mark H
Series 63, Series 66
New London, NH
STIFEL
Mark Hammond is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus since 2009. Mark is a member of the Rotary Club of New London, where he serves on the Scholarship Committee and assists with digitizing the scholarship process. Stifel serves a diverse client base including individual, institutional, and charitable organizations, offering brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group.
Gregory K
Series 65, Series 66
New London, NH
STIFEL
Gregory Kerr is a financial advisor at Stifel with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Stifel Nicolaus & Co., Inc. since 2008, following a year at Banc of America Investment Services, Inc. Outside of his advisory role, he serves as president of the Hopkinton Youth Sports Association, overseeing youth sports programs in Hopkinton, New Hampshire. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
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