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Douglas P

Series 66

South Bend, IN

STIFEL

Douglas Purucker is a Series 66 licensed financial advisor with STIFEL in South Bend, IN, and has four years of industry experience. Prior to joining STIFEL in 2021, he worked in various roles at Belle Tire, Lowe's, and Uber. STIFEL serves a broad range of clients, including individuals, institutions, and charitable organizations, offering 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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Gregory M

Series 63, Series 66

South Bend, IN

STIFEL

Gregory Matthews is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Stifel since 2017, following eight years at City Securities Corporation. Matthews serves as a board member of Newton Park, a sports park in Lakeville, Indiana. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Michael W

Series 63, Series 65

South Bend, IN

STIFEL

Michael Witous is a financial advisor at Stifel with 38 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Oppenheimer & Co from 2010 to 2017. Outside of his advisory work, he serves as a board member and trustee for the Studebaker National Museum in South Bend, Indiana. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning, providing clients with guidance to inform their investment decisions.

General retirement planning Income planning
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