Florence, SC 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

1325 Cherokee Road

Florence SC 29501

Advisors at this office

5

Advisors at this office

user avatar

Michael G

Series 66

Florence, SC

STIFEL

Michael Grice is a Series 66-licensed financial advisor at Stifel with 14 years of industry experience, serving clients since 2011. He is active in his community as a member of the City of Marion Planning and Zoning Commission, a deacon at Marion Baptist Church, and holds leadership roles with the Francis Marion University Education Foundation, including chairing its board overseeing student housing. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing 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

Blakely T

Series 66

Florence, SC

STIFEL

Blakely Tepper is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2023, Tepper worked at Adams Outdoor Advertising and American Eagle Outfitters. Tepper serves on the Small Business Person of the Year Committee for the Greater Florence Chamber of Commerce. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar

Stephen J

CFP®, Series 63

Florence, SC

STIFEL

Stephen Jones is a CFP®-certified financial advisor with 32 years of experience, currently with Stifel since 2008. He serves on the Francis Marion University Board of Trustees and participates on the Finance & Investment Committee of the McLeod Health Foundation. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Frank B

Series 66

Florence, SC

STIFEL

Frank Brand III is a financial advisor at Stifel with 11 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2015 and holds a Series 66 license. Stifel serves a wide range of clients, including individuals and institutional entities, offering brokerage and investment advisory services grounded in proprietary investment methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Marvin S

CFP®, Series 63

Florence, SC

STIFEL

Marvin Slaughter is a Certified Financial Planner (CFP®) with 36 years of experience, currently serving as a financial advisor at Stifel since 2008. He holds the Series 63 registration and is based in Florence, South Carolina. Outside of his advisory role, he is involved in promoting golf in South Carolina, serving as a board member of the South Carolina Golf Association and as board chair of the Grant Bennett Foundation, which organizes junior golf tournaments. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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