Naples, FL Tamiami Trail North Office

Bruce Mccaw is a financial advisor at Stifel with Series 63 and Series 65 licenses and 54 years of industry experience. He previously worked at Merrill for 45 years and Bank of America, NA for 14 years. Outside of his advisory role, he serves on the Board of Directors and Finance and Development Committees of the Indianapolis Symphony Orchestra and is President of the McCaw Family Foundation. Stifel serves a broad range of clients including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Buccheri is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Stifel since 2018. He previously worked at Bank of America and Merrill from 2009 to 2018. Outside of his advisory role, he is involved in community and volunteer activities, including serving as president and board member of the Ave Maria Community Corporation and president of the Ave Maria chapter of Southwest Florida Brew Crafters. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Dennis Hottel is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decisions.

Mervat Hassan is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Stifel in 2020. Outside of finance, she operates a design and decor company, Mervat Sabry Hassan Decor & Interior Design. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Steven Boff is a CFA® charterholder affiliated with Stifel in Naples, FL, with 42 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2000 and with Stifel Independent Advisors from 2007 to 2026. 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 the firm’s Investment Strategy Group.

Connor Johnson is a financial advisor at Stifel with Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Creative Planning, Lockton Companies, Bank of Prairie Village, and the University of Kansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling.

Christopher Johnson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in cattle trading through a separate business. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Walter Twetten is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decisions.

Lawrence Counen is a financial advisor at Stifel with 27 years of industry experience. He has held positions at Stifel since 2012 and previously worked at Robert Baird & Co. for 13 years. He holds Series 63 and Series 65 registrations. 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 provide asset allocation and planning analyses.

Robert Friedmann is a financial advisor with Stifel and holds Series 63 and Series 65 licenses. He has 50 years of industry experience and has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he serves on the finance committee of Corpus Christi Chapel, a traditional Roman Catholic church in Naples, FL. 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 provide asset allocation and financial planning analyses.

William White is a CFP® with 39 years of industry experience, currently advising at Stifel since 2023. He previously worked at Bank of America for 14 years and Merrill for 37 years. White serves as a trustee and finance committee member for The Community House in Hinsdale, IL, a nonprofit focused on recreational, cultural, counseling, and educational services. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bradford Marshall is a CFP® and securities professional with 27 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2008. He is based in Naples, FL. Outside of his advisory work, he serves as chairman of the Gene Doyle Adventure Scholarship committee and is a board member of Fostering Success, a nonprofit supporting youth impacted by the foster care system. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.