Naples, FL Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

4

Of 3,340 advisors across 469 offices

Location

Naples FL

Advisors at this office

4

Advisors at this office

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Arthur S

Series 63, Series 65

Naples, FL

STIFEL

Arthur Sconochia II is a financial advisor at Stifel with Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Stifel Nicolaus & Co. Inc. in 2021. Outside of his advisory role, he serves on the Endowment Board of St Mary High School in Monroe, MI. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis developed by its Investment Strategy Group, offering asset allocation and planning guidance intended as a basis for client decisions.

General retirement planning Income planning
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Kenneth C

CFP®, Series 63, Series 65

Naples, FL

STIFEL

Kenneth Chapin is a CFP® professional with 43 years of industry experience, currently associated with Stifel. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 14 years at UBS Financial Services Inc. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and governmental entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

General retirement planning Income planning
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Christopher P

CFP®, Series 63, Series 65

Naples, FL

STIFEL

Christopher Patterson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a broad range of clients, including individuals, institutional investors, 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 probabilistic modeling and forward-looking capital market assumptions to support asset allocation and financial planning.

General retirement planning Income planning
user avatar

Michael O

Series 63, Series 65

Naples, FL

STIFEL

Michael Okeefe is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds the Series 63 and Series 65 licenses. Okeefe serves as a trustee for a non-family trust. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutional investors, and charitable organizations, using a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

General retirement planning Income planning
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