Ramsey, NJ Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

4

Of 3,340 advisors across 469 offices

Location

107 Spring Street, Suite 100

Ramsey NJ 07446

Advisors at this office

4

Advisors at this office

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Vito B

Series 66

Ramsey, NJ

STIFEL

Vito Bianco is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Kimberly G

Series 66

Ramsey, NJ

STIFEL

Kimberly Garcia is a financial advisor at Stifel with 16 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Outside of her advisory role, she co-owns a residential rental property with her spouse. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit 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.

General retirement planning Income planning
user avatar

Thomas L

Series 63, Series 65

Ramsey, NJ

STIFEL

Thomas Liquori Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 designations. Outside of advising, he is involved in vacation home rental management. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and planning tools.

General retirement planning Income planning
user avatar

Michael L

Series 63

Ramsey, NJ

STIFEL

Michael Lee is a financial advisor with Stifel in Ramsey, NJ, holding a Series 63 designation and 22 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

General retirement planning Income planning
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