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Brent B
Series 63, Series 65
Williamsburg, VA
STIFEL
Brent Baumberger 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 since 2007. Baumberger serves on the board of directors for the New Horizons Educational Foundation, a regional organization focused on training future-ready students. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses.
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