Bowling Green, KY Fairview Ave Office

Team
Updated today
STIFEL logo

STIFEL

Institution

Firm-wide stats for STIFEL

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Stifel serves a broad range of clients—individuals (including high net worth and non-HNW clients), institutional clients such as pension and profit-sharing plans, charitable organizations, and state and municipal entities—and provides both brokerage and investment advisory services, including fee-based financial planning, wrap programs, and recommendations of third‑party advisers. The firm’s fee‑based plans are typically episodic, delivered by Financial Advisors or the Wealth Planning Department, and do not automatically include implementation or ongoing monitoring unless a client engages Stifel for execution.

The firm’s investment analysis and allocation guidance are built on a proprietary methodology developed by its Investment Strategy Group (Stifel IS), which uses forward‑looking capital market assumptions and probabilistic modeling to produce asset allocation, retirement, insurance, and estate planning analyses. Plans and model allocations are intended as a basis for client decisions rather than guarantees; clients generally retain discretion over implementation and may be asked to supply outside account information that Stifel does not independently verify.

Compared with many large institutional peers, Stifel’s brochure emphasizes several activities and affiliations that are less common: the firm provides services to private funds and pooled vehicles and has been involved in municipal placement and related municipal‑market activity (including regulatory matters addressed in recent SEC and FINRA settlements). It also operates alongside affiliated trust companies and banks that offer pledged‑asset/credit line facilities that can use advisory assets as collateral, and notes that some of its management persons are licensed to practice law (without providing legal services to advisory clients). The firm’s disclosures also describe substantial recent regulatory enforcement, including an SEC order related to electronic communications that resulted in undertakings and a monetary penalty.

Based on STIFEL

Expertise

General retirement planning Income planning

Based on STIFEL

Location

1131 Fairview Ave

Bowling Green KY 42103

Advisors at this office

7

Advisors at this office

user avatar

Andrew B

CFP®, Series 66

Bowling Green, KY

STIFEL

Andrew Boyles is a CFP® with 10 years of industry experience and currently serves as a financial advisor at Stifel. He previously worked at Robert Baird & Co. and Hilliard Lyons. He is a board member of The Foundry Christian Community Center, a nonprofit preschool and after-school program in Bowling Green, Kentucky. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Chasity G

Series 66

Bowling Green, KY

STIFEL

Chasity Goshorn is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Wells Fargo Clearing for one year. Outside of her advisory role, she serves as President of the Board of Directors for the Barren River Area Child Advocacy Center and participates in local community awareness efforts. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

General retirement planning Income planning
user avatar

Tony W

Series 63

Bowling Green, KY

STIFEL

Tony Witty is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Witty serves on multiple local nonprofit boards, including as chairman of the Salvation Army Bowling Green Advisory Board and director roles with Commonwealth Health Corp and its associated foundations. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
user avatar

Hunter D

Series 63, Series 66

Bowling Green, KY

STIFEL

Hunter Doyle is a financial advisor with Stifel in Bowling Green, KY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Stifel serves a diverse client base, including individual and institutional investors, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Joshua M

CFP®, Series 66

Bowling Green, KY

STIFEL

Joshua Marson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 13 years of industry experience. He currently works at Stifel and has previously been with Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach employs proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Nathan R

CFP®, Series 66

Bowling Green, KY

STIFEL

Nathan Richey is a financial advisor at Stifel with 17 years of industry experience. He holds the CFP® and Series 66 credentials and has worked previously at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves on the leadership board of Victory Hill Church and is the co-author of the book "Finding Your Financial Advisor," available for purchase online. Stifel serves a wide range of clients, including individuals, institutional investors, 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
user avatar

Jennifer S

Series 66

Bowling Green, KY

STIFEL

Jennifer Sanders is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked previously at Cambridge Investment Research, Prudential Insurance Company of America, and Avantax Advisory Services. Outside of finance, she manages and bartends one night a week at Last Call Bar & Grill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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