New Orleans, LA Office

Michael Barry is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2015. Barry serves as secretary of the Zeta Zeta Alumni Association. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipalities, with an investment approach based on proprietary capital market assumptions and probabilistic modeling.

William Kass is a financial advisor with Stifel, holding a Series 63 license and bringing 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory work, he owns an LLC established for personal recreational boating purposes, which is not used for business or income. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology through its Investment Strategy Group to provide analysis and asset allocation guidance for client decision-making.

Thomas Mason is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology.

William Mason is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Outside of his advisory role, Mason is involved in several community and nonprofit organizations in New Orleans, including serving as Vice President of the Iris Club Mardi Gras Krewe and President of the Lee Monument Association. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and model allocations intended to support client decision-making.

Wimberly Mccoy is a financial advisor at Stifel with 40 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 clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.