Houston, TX Post Oak Blvd. Office

Norman Loewenstern is a financial advisor at Stifel with 56 years of industry experience. He holds a Series 63 designation and has worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management prior to joining Stifel in 2025. Outside of his advisory work, he manages a retail shopping center in Houston, Texas. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Kimberly Koydemir is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Adrian Sanchez is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.

Jordan Larimore is a financial advisor with Stifel in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Sumeet Rai is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Sanders Morris Harris Inc. and Miller Green Financial. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Galloway is a CFA® charterholder and holds a Series 63 license, with 29 years of experience in the financial industry. He has been with Stifel since 2015 in Houston, TX. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Rebecca Earwood Grant is a financial advisor with Stifel in Houston, Texas, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, Inc and B. Riley Wealth Management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jay Brown is a financial advisor with Stifel in Houston, TX, holding a Series 63 designation and 57 years of industry experience. His prior work includes ten years at B. Riley Wealth Management followed by three years at B. Riley Wealth Advisors, Inc. before joining Stifel in 2025. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group. The firm’s approach includes fee-based financial planning and guidance based on forward-looking capital market assumptions.

Neil Stone is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he is an angel investor in Smart Flour Foods, a gluten-free food company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

George Arnold is a financial advisor at Stifel in Houston, Texas, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior roles include positions at Sanders Morris Harris Inc. for 15 years and Miller Green Financial for two years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Rune Medhus is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. Prior to joining Stifel in 2025, he worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management for over a decade. Outside of his advisory role, he is a 50% owner and secretary of Atlantis Software Co, which provides publishing and energy reiki services, and is also involved in a nutraceutical nutrition company, VitalithMD. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.