Palm Beach Gardens, FL Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

22

Of 3,340 advisors across 469 offices

Location

3835 Pga Blvd., Suite 701

Palm Beach Gardens FL 33410

Advisors at this office

22

Advisors at this office

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John W

Series 66

Palm Beach Gardens, FL

STIFEL

John Walsh is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Stifel, having joined in 2024 after working at Bank of America and Merrill Lynch for over a decade. Outside of his advisory role, he is the owner of Grid Iron Properties LLC. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services with an investment approach grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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David G

Series 63, Series 65

Palm Beach Gardens, FL

STIFEL

David Goldman is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Margaret M

Series 66

Palm Beach Gardens, FL

STIFEL

Margaret Mcmanis is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. She has worked at Stifel since 2023 and previously held roles at Raymond James and Boynton Financial Group. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

General retirement planning Income planning
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Joann F

Series 66

Palm Beach Gardens, FL

STIFEL

Joann Franklin is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus since 2007. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Stifel’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, providing forward-looking capital market analyses to support client decision-making.

General retirement planning Income planning
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Mista S

Series 66, Series 65

Palm Beach Gardens, FL

STIFEL

Mista Siagel is a financial advisor at Stifel with 28 years of industry experience. He holds Series 65 and Series 66 credentials 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. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform allocation and planning analyses.

General retirement planning Income planning
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Edward Y

Series 63, Series 65

Palm Beach Gardens, FL

STIFEL

Edward Yen is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended as a basis for client decisions.

General retirement planning Income planning
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Gary A

Series 63, Series 66

Palm Beach Gardens, FL

STIFEL

Gary Adkin is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Stifel since 2015. In addition to his advisory role, he serves on the advisory board for Palm Beach Atlantic University’s Rinker School of Business. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Michael B

Series 63, Series 65, Series 66

Palm Beach Gardens, FL

STIFEL

Michael Brewster is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he is involved as an investor and financier in a hospitality business in Ireland and serves as a director on the board of the Morrison Legacy Foundation. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, 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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Michael C

Series 63, Series 65

Palm Beach Gardens, FL

STIFEL

Michael Comfort is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. He holds Series 63 and Series 65 designations and is based in Palm Beach Gardens, Florida. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

General retirement planning Income planning
user avatar

Tyler H

Series 66

Palm Beach Gardens, FL

STIFEL

Tyler Hogue is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held positions at Advantage Capital, Veterans United Home Loans, MidwayUSA, and worked at the University of Missouri, Columbia. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Ryan S

Series 66

Palm Beach Gardens, FL

STIFEL

Ryan Schack is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following nine years at Bank of America, N.A. Schack serves as a board member and advisory member of the Jupiter Police Foundation, where he participates in monthly meetings and community events supporting the police department. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation, providing clients with tailored financial planning and advisory solutions.

General retirement planning Income planning
user avatar

Mark C

Series 63, Series 65

Palm Beach Gardens, FL

STIFEL

Mark Cissel is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, he was with Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2017. Outside of his advisory role, he serves as Chief Financial Officer of a clothing business, Une Belle Trouvaille. 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 analyses.

General retirement planning Income planning
user avatar

Sylvia R

Series 63, Series 66

Palm Beach Gardens, FL

STIFEL

Sylvia Rheker is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Wells Fargo Advisors LLC, and several other firms. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Richard W

Series 63, Series 65

Palm Beach Gardens, FL

STIFEL

Richard Waggener is a financial advisor at Stifel with 29 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 investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
user avatar

John M

CFP®, Series 63

Palm Beach Gardens, FL

STIFEL

John Murphy is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Stifel and has previously worked at UBS Financial Services. He holds the Series 63 license and is based in Palm Beach Gardens, FL. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

General retirement planning Income planning
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