Phoenix, AZ East Camelback Road Office

Team
Updated today
STIFEL logo

STIFEL

Institution

Firm-wide stats for STIFEL

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Stifel serves a broad range of clients—individuals (including high net worth and non-HNW clients), institutional clients such as pension and profit-sharing plans, charitable organizations, and state and municipal entities—and provides both brokerage and investment advisory services, including fee-based financial planning, wrap programs, and recommendations of third‑party advisers. The firm’s fee‑based plans are typically episodic, delivered by Financial Advisors or the Wealth Planning Department, and do not automatically include implementation or ongoing monitoring unless a client engages Stifel for execution.

The firm’s investment analysis and allocation guidance are built on a proprietary methodology developed by its Investment Strategy Group (Stifel IS), which uses forward‑looking capital market assumptions and probabilistic modeling to produce asset allocation, retirement, insurance, and estate planning analyses. Plans and model allocations are intended as a basis for client decisions rather than guarantees; clients generally retain discretion over implementation and may be asked to supply outside account information that Stifel does not independently verify.

Compared with many large institutional peers, Stifel’s brochure emphasizes several activities and affiliations that are less common: the firm provides services to private funds and pooled vehicles and has been involved in municipal placement and related municipal‑market activity (including regulatory matters addressed in recent SEC and FINRA settlements). It also operates alongside affiliated trust companies and banks that offer pledged‑asset/credit line facilities that can use advisory assets as collateral, and notes that some of its management persons are licensed to practice law (without providing legal services to advisory clients). The firm’s disclosures also describe substantial recent regulatory enforcement, including an SEC order related to electronic communications that resulted in undertakings and a monetary penalty.

Based on STIFEL

Expertise

General retirement planning Income planning

Based on STIFEL

Location

2801 East Camelback Road

Phoenix AZ 85016

Advisors at this office

11

Advisors at this office

user avatar

Sheryl M

Series 63, Series 65

Phoenix, AZ

STIFEL

Sheryl Martin is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 17-year tenure at UBS Financial Services. Stifel serves a diverse client base including individuals, institutions, 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
user avatar

Jennifer R

Series 63, Series 66

Phoenix, AZ

STIFEL

Jennifer Rydzewski is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at UBS Financial Services for 13 years before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

General retirement planning Income planning
user avatar

Michael G

Series 66

Phoenix, AZ

STIFEL

Michael Gardner is a financial advisor at Stifel with a Series 66 designation and one year of experience in the industry. Prior to joining Stifel, he worked at Schneider National, Inc. for ten years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology. The firm provides fee-based financial planning and utilizes forward-looking capital market assumptions to guide asset allocation and retirement planning.

General retirement planning Income planning
user avatar

Dale L

Series 63, Series 65

Phoenix, AZ

STIFEL

Dale Lewis is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as Regional Vice President of Events for the Clan MacLeod Society USA, coordinating clan activities at local Scottish gatherings in the Southwestern United States. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar

Michael H

Series 66

Phoenix, AZ

STIFEL

Michael Hemken is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has been with Stifel, Nicolaus & Company, Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Beaux J

Series 66

Phoenix, AZ

STIFEL

Beaux Johnston is a Series 66 credentialed financial advisor with Stifel in Phoenix, AZ, bringing four years of industry experience. Prior to joining Stifel in 2021, he worked at UBS Financial Services and has experience in both business education and the entertainment sector. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Alec J

Series 66

Phoenix, AZ

STIFEL

Alec Jones is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2018. Prior to his current role, he was involved with Fun Language from 2016 to 2018. 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 employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar

Thomas L

Series 63, Series 65

Phoenix, AZ

STIFEL

Thomas Laporte is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Raymond James & Associates from 2007 to 2018. Laporte serves as an advisory board member for the Seena Magowitz Foundation, which focuses on pancreatic cancer research and patient support. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer analyses and allocation guidance intended to assist client decision-making.

General retirement planning Income planning
user avatar

Rachel H

Series 63, Series 65

Phoenix, AZ

STIFEL

Rachel Hall is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a ten-year tenure at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
user avatar

Paul R

Series 63, Series 65

Phoenix, AZ

STIFEL

Paul Ruble Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment process relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

General retirement planning Income planning
user avatar

Von H

Series 63

Phoenix, AZ

STIFEL

Von Hallauer is a financial advisor with Stifel in Phoenix, AZ, holding a Series 63 designation and 25 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Stifel Nicolaus & Co Inc in 2018. Outside of advising, he manages a rental property through a property management company. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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