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Robert H

Series 63, Series 65

West Chester, PA

STIFEL

Robert Harbison III is a financial advisor at Stifel with 39 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years and City National Bank for 2 years. Outside of his advisory role, he manages a rental property in Willowgrove, Pennsylvania. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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John S

Series 66

West Chester, PA

STIFEL

John Scarduzio is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets from 2012 to 2024. 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.

General retirement planning Income planning
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Patrick D

Series 63, Series 65

West Chester, PA

STIFEL

Patrick Dever is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

General retirement planning Income planning
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Patricia G

Series 63, Series 65

West Chester, PA

STIFEL

Patricia Greene is a financial advisor with Stifel in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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