Marco Island, FL Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

3

Of 3,340 advisors across 469 offices

Location

Marco Island FL

Advisors at this office

3

Advisors at this office

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Shelley S

Series 63, Series 65

Marco Island, FL

STIFEL

Shelley Schudlich is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She previously worked at Oppenheimer & Co Inc for 19 years before joining Stifel Nicolaus & Co Inc in 2018. Outside of her advisory role, she is co-owner and involved in bookkeeping for a frozen custard business in St. Clair, Michigan, and serves as Sergeant-at-Arms for the Eagle Cay Condominium Association in Marco Island, Florida. Stifel serves a wide range of clients, 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
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William A

Series 63, Series 66

Marco Island, FL

STIFEL

William Ames is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Haymac Investments LLC for eight years before joining Stifel in 2020. Stifel serves a broad range of clients, 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.

General retirement planning Income planning
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Todd R

Series 63, Series 65

Marco Island, FL

STIFEL

Todd Rinderer is a financial advisor at Stifel with 38 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Stifel since 1995. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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