Charlottesville, VA Worth Park Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

6

Of 3,340 advisors across 469 offices

Location

1759 Worth Park

Charlottesville VA 22911

Advisors at this office

6

Advisors at this office

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Christian C

Series 63, Series 65

Charlottesville, VA

STIFEL

Christian Comberg is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and planning analyses to inform client decisions.

General retirement planning Income planning
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James D

CFP®, Series 63, Series 65

Charlottesville, VA

STIFEL

James Dickman is a CFP® credentialed financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves on the finance committee of Grace Community Church in Charlottesville, VA. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Adam S

Series 66

Charlottesville, VA

STIFEL

Adam Silvers is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. The firm serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Stifel’s investment approach is based on a proprietary methodology from its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar

Shawn P

ChFC®, Series 66

Charlottesville, VA

STIFEL

Shawn Pendleton is a ChFC® and Series 66 credentialed financial advisor with 12 years of industry experience. He has been with Stifel since 2013, based in Charlottesville, VA. Pendleton serves on the board and is chairman of the board for City of Promise, a nonprofit organization focused on education and mentoring for children in underserved neighborhoods. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Sean V

Series 66

Charlottesville, VA

STIFEL

Sean Van Etten is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has previously worked at Western Governors University, Cellular Sales, and TELICS. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment analysis uses a proprietary methodology developed by its Investment Strategy Group, combining forward-looking capital market assumptions with probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
user avatar

Gail H

Series 66

Charlottesville, VA

STIFEL

Gail Helmick is a financial advisor at Stifel with 21 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009 and holds a Series 66 designation. Outside of her advisory role, she serves as a committee member on the Madison County Career & Technical Education Advisory Committee, overseeing the disbursement of Perkins funds. Stifel serves a broad range of clients, 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 provide asset allocation and planning analyses intended to support client decision-making.

General retirement planning Income planning
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