Palm Desert, CA Office

Lance Mcintosh is a financial advisor with Stifel in Palm Desert, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he is a voting member with a 20% interest in a small apartment building LLC. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Todd Richardson is a CFP® with 36 years of industry experience, currently with Stifel Nicolaus & Co Inc, where he has worked since 2009. He is based in Palm Desert, CA. Outside of his financial advisory work, Richardson is a professional musician performing at private events and public venues. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.