Philip Estabrook III is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and over 50 years of industry experience. He has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory work, he serves on the boards of the Newport Library Arts Center and the Newport Charitable Fund, providing investment and charitable giving advice. 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 is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, which informs asset allocation and retirement planning.

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 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 Kerr is a financial advisor with Stifel, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Outside of his advisory role, he serves as president of the Hopkinton Youth Sports Association, coordinating youth sports activities for the town of Hopkinton, NH. Stifel serves a diverse client base that includes individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.