Cincinnati, OH Office

Rex Points II is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, HORAN Securities, Cetera Advisors, Freeman Heyne Toma, and Paycor. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Suzanna Otte is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Stifel since 2019 and previously spent three years at A&P Technology. Based in Cincinnati, OH, she is affiliated with Stifel, a firm serving a diverse client base including individuals and institutional clients through both brokerage and investment advisory services. Stifel employs a proprietary investment methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses. The firm’s services include fee-based financial planning delivered episodically, with clients maintaining discretion over implementation.

Jared Gorman is a financial advisor with Stifel in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Outside of finance, he has experience in hospitality and small business operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm uses a proprietary investment strategy methodology and provides services that include financial planning, model allocations, and municipal-market activities.

Tom Awadalla is a CFP®-designated financial advisor with 17 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2019. He previously worked at UBS Financial Services from 2011 to 2019. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Stuart Swift is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at UBS Financial Services, Inc. from 2017 to 2019. 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 allocation methodology developed by its Investment Strategy Group.

Leigh Gage is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 10 years at UBS Financial Services Inc. Gage is also involved in managing a rental property in Cincinnati, Ohio. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to inform client decisions.

Joseph Lieser is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to joining Stifel, he worked at UBS from 2015 to 2019. He holds a Series 66 license and is based in Cincinnati, Ohio. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Thomas Lieser is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2019. He previously worked at UBS Financial Services from 2011 to 2019. Lieser is active in the Cincinnati community, serving on finance advisory boards at Xavier University and DePaul Cristo Rey High School, and is involved with a family charitable foundation. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses, with clients retaining discretion over implementation.

Angie Keeley is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for seven years. Outside of her advisory role, she teaches a weekly Zumba class. Stifel serves a broad range of clients, 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, focusing on asset allocation and planning analyses.