Brentwood, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
STIFEL
Institution
Firm-wide stats for STIFEL
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
Location
100 Winners Circle, Suite 310
Brentwood TN 37027
Advisors at this office
5
Advisors at this office
Timothy R
Series 63, Series 65
Brentwood, TN
STIFEL
Timothy Roberson is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Roberson serves as a board member of the Nashville Sports Council, which helps bring sporting events to Nashville. 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 a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.
Reid B
Series 66
Brentwood, TN
STIFEL
Reid Berry is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2021, he worked at Bank of America from 2014 to 2021. Outside of his advisory role, he serves as CFO for The Rudi Berry LLC, a social media content creation business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Angela H
Series 66
Brentwood, TN
STIFEL
Angela Hall is a Series 66 licensed financial advisor at Stifel with 10 years of industry experience. She previously worked at Wells Fargo Clearing, UBS Financial Services, and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.
William W
Series 63, Series 65
Brentwood, TN
STIFEL
William Wade is a financial advisor at Stifel with Series 63 and Series 65 designations and 31 years of industry experience. He previously worked at Bank of America from 2011 to 2021 before joining Stifel Nicolaus & Co Inc in 2021. Outside of his advisory role, Wade serves as a director on the board of the Nashville Symphony Association. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance based on forward-looking capital market assumptions.
Margarita S
Series 63, Series 65
Brentwood, TN
STIFEL
Margarita Stanczak is a financial advisor at Stifel with 10 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA for over a decade. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
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