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Kim S
Series 66
Altoona, PA
STIFEL
Kim Smith is a Series 66 licensed financial advisor at Stifel with 17 years of industry experience, all of which has been with Stifel since 2009. She is based in Altoona, PA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.
Robert F
Series 63, Series 65
Altoona, PA
STIFEL
Robert Fink is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 2009. Fink serves on the board of the Johnstown Concert Ballet, a nonprofit organization supporting ballet productions and education. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
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