Colorado Springs, CO Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

4

Of 3,340 advisors across 469 offices

Location

102 South Tejon Street, Suite 700

Colorado Springs CO 80903

Advisors at this office

4

Advisors at this office

user avatar

Brian D

Series 66

Colorado Springs, CO

STIFEL

Brian Deeds is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2022, he worked for six years at BSI The Brewing Science Institute. He is also a Notary Public for the State of Colorado, providing notary services to Stifel clients at the branch. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Robin D

Series 63, Series 65

Colorado Springs, CO

STIFEL

Robin Dillon is a financial advisor at Stifel with 39 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Dillon is involved in automobile racing as a volunteer course marshal for the Pikes Peak International Hill Climb and serves as the 2nd Vice President and HPDE Chair for the Porsche Club of America’s Alpine Mountain Region. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
user avatar

Michael G

Series 66

Colorado Springs, CO

STIFEL

Michael Garcia is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Walsh & Associates. Outside of his advisory role, Garcia serves as an assistant football coach at St. Mary’s High School and is a member of the Strategic Advisory Council at St. Gabriel Classical Academy in Colorado Springs. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Gregory G

Series 63, Series 66

Colorado Springs, CO

STIFEL

Gregory Garcia is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America, N.A. from 2009 to 2022. Garcia serves as a trustee and vice chairman on several nonprofit boards focused on wellness, veteran services, and community support in Colorado. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services based on proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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