Mobile, AL Springhill Business Park 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

3600 Springhill Business Park, Suite 1000

Mobile AL 36608

Advisors at this office

15

Advisors at this office

user avatar

Marcus C

Series 63, Series 65

Mobile, AL

STIFEL

Marcus Childers is a financial advisor with Stifel in Mobile, Alabama, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he serves as president of Midway Plantation, Inc., a family farm engaged in timber management and recreational leasing. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services with a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

General retirement planning Income planning
user avatar

Harry C

Series 63, Series 65

Mobile, AL

STIFEL

Harry Childers III is a financial advisor at Stifel with 59 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 investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Angela C

Series 66

Mobile, AL

STIFEL

Angela Chronister is a Series 66–licensed financial advisor with Stifel in Mobile, Alabama, where she has worked since 2015. She has 22 years of industry experience. 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 is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and comprehensive financial planning.

General retirement planning Income planning
user avatar

Claudia T

Series 63, Series 66

Mobile, AL

STIFEL

Claudia Twilley is a financial advisor at Stifel in Mobile, Alabama, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009. Stifel serves a diverse 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.

General retirement planning Income planning
user avatar

Morgan N

Series 63, Series 66

Mobile, AL

STIFEL

Morgan Nix is a financial advisor at Stifel with 14 years of industry experience. He has held his current position since 2014. Outside of his advisory role, he is a partner in a rental property business. 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 methodologies.

General retirement planning Income planning
user avatar

William M

Series 63, Series 65

Mobile, AL

STIFEL

William Moore Jr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Stifel since 2015. Moore serves on the board of the Church Street Graveyard Foundation, where he assists with fundraising and maintenance activities. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm’s investment approach employs a proprietary methodology from its Investment Strategy Group to support asset allocation and financial planning decisions.

General retirement planning Income planning
user avatar

Julie H

Series 66

Mobile, AL

STIFEL

Julie Hearn is a financial advisor at Stifel with three years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Keller Williams Realty. 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 asset allocation methodologies.

General retirement planning Income planning
user avatar

Norman N

Series 63

Mobile, AL

STIFEL

Norman Nicolson is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Outside of his advisory role, he is a minority owner of a family property in Chapman, Alabama. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
user avatar

William H

CFP®, Series 66

Mobile, AL

STIFEL

William Howard is a CFP® and holds a Series 66 license with STIFEL. He has four years of industry experience and previously served in the U.S. Navy with various submarine assignments from 2016 to 2022. 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 is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Joseph R

Series 63, Series 65

Mobile, AL

STIFEL

Joseph Ringhoffer is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as president of Ringhoffer Family LLC, a family-owned landholding entity. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and model-driven asset allocation analyses intended to assist client decision-making.

General retirement planning Income planning
user avatar

Jeffery H

CFP®, Series 63, Series 65

Mobile, AL

STIFEL

Jeffery Howard is a CFP® credentialed financial advisor with 41 years of industry experience, currently affiliated with Stifel since 2009. Prior to Stifel, he worked at UBS Financial Services for nine years. He serves as President of the Board of Directors for the AJM Scholarship Foundation in Mobile, AL. 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 is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Melissa G

Series 63, Series 65, Series 66

Mobile, AL

STIFEL

Melissa Glazner is a financial advisor at Stifel with 22 years of industry experience. She has held her current position since 2009 and holds Series 63, Series 65, and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services along with fee-based financial planning. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Neil K

Series 63, Series 65

Mobile, AL

STIFEL

Neil Kennedy is a financial advisor with Stifel in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 2015. Outside of advising, he serves on the investment committee of the Community Foundation of South Alabama, is a board member and part of the executive committee at the Alabama Policy Institute, and contributes as a board member to the Mobile Botanical Gardens representing the Longleaf Forest. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services alongside fee-based financial planning. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking analyses and asset allocation guidance.

General retirement planning Income planning
user avatar

James L

Series 63, Series 65

Mobile, AL

STIFEL

James Lenaghan is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lenaghan serves on the investment committee for the Foundation of the Archdiocese and is a board member of the Drug Education Council as well as the Lions USA Eye Research. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market guidance and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
user avatar

James W

Series 63, Series 65

Mobile, AL

STIFEL

James Williams is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, Williams serves on investment committees for the Archdiocese of Mobile’s Retired Priests Fund and Catholic Foundation and is involved in timberland management and a local hunting club. Stifel serves a diverse client base including individuals and institutional clients, offering brokerage and 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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