San Diego, CA West Bernardo Drive Office

Douglas Bowcock is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He serves as a board member of the Kiwanis Club of Escondido/Hidden Valley. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutions, and charitable organizations, using a proprietary investment methodology developed by its Investment Strategy Group.

Brett Levinson is a financial advisor at Stifel with 31 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and municipalities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Deborah Muenchow is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Zachary Anthony is a financial advisor at Stifel with one year of industry experience. He previously worked at Whole Foods for five years before joining Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

Virginia Panjvani is a financial advisor with Stifel, holding a Series 63 designation and 49 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent 30 years at UBS Financial Services. Based in San Diego, CA, she currently serves clients through Stifel’s platform. 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 investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Carla Osbourne is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 credential. She has worked at Stifel Nicolaus & Co. Inc. since 2015. Outside of her advisory role, she is also a travel advisor and influencer with InteleTravel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to assist clients in asset allocation and financial planning.

Harvey Frank is a financial advisor at Stifel with 35 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. 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 capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Eric Dimino is a CFP®-designated financial advisor with 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously at Wells Fargo Clearing for one year. Outside of his advisory role, he teaches skiing to children at Big Bear Mountain Resort. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is guided by 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.

Andrew Harvey is a financial advisor with Stifel in San Diego, CA, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, he is a drummer in a rock and roll band. 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.

Jason Rudolph is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Morgan Stanley and its affiliates from 2003 to 2016. Outside of his advisory work, he is a co-owner and operator of a snack and beverage vending business run alongside his wife. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Wyatt Farmer is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2015. Stifel serves a diverse range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Willgoss is a CFP® with 30 years of industry experience currently serving at Stifel Nicolaus & Co., Inc. since 2015. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services along with fee-based financial planning. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Lori Lenhof is a financial advisor with Stifel in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

David Lee is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kevin Bowcock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Stifel since 2019. He previously worked at Wells Fargo Clearing from 2016 to 2019. Bowcock is a board member of the Escondido East Rotary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.