Morristown, NJ Office

Scott Mack is a financial advisor with Stifel, holding a Series 66 designation and 23 years of industry experience. He has been with Stifel since 2007. 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 utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses based on forward-looking capital market assumptions.

John Flayderman is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Steven Danieli is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

George Tackett is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 56 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel in 2020. Stifel serves a diverse client base 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 to support asset allocation and financial planning analyses.

Robert Lewit Jr. is a CFP® professional with 39 years of industry experience, currently advising clients at Stifel since 2007. Based in Morristown, NJ, he holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and asset allocation methodologies developed by its Investment Strategy Group.

Donald Frio Sr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. 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 methodologies.

Marc Sukoneck is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves on the Board of Directors for The Arc of Union County and acts as Treasurer for the Randolph Baseball Diamond Club. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decisions.

Joseph Maglaque is a Series 66 credentialed financial advisor at Stifel with 18 years of industry experience. He has worked at Stifel and its predecessor firm, Stifel Nicolaus & Co Inc, since 2012. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Dennis Collins Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. 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 methodologies.

Jeremy Fung is a financial advisor at Stifel in Morristown, NJ, with nine years of industry experience. He has held Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2015. 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 uses proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

David Petrie is a CFA® charterholder affiliated with Stifel in Morristown, NJ, with 36 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Thomas Thives is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel Nicolaus & Co. Inc. in 2018. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

John Guerra III is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Snipes. 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Finkle is a CFP® with 31 years of industry experience and is currently affiliated with Stifel. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Craig Eckenthal is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is affiliated with CE STRAND LLC, a company formed to manage his interest in a previously disclosed real estate partnership. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.