Tacoma, WA Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

6

Of 3,340 advisors across 469 offices

Location

909 A Street

Tacoma WA 98402

Advisors at this office

6

Advisors at this office

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Mark G

Series 63, Series 66

Tacoma, WA

STIFEL

Mark Gallinatti is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at RBC Capital Markets and City National Bank. Outside of finance, he owns a property used for oyster farming in Hood Canal, Washington. 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 asset allocation methodologies.

General retirement planning Income planning
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Paola R

Series 66

Tacoma, WA

STIFEL

Paola Robles is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and previously worked at Triad Financial Services, Inc. Besides her advisory role, Robles serves as a notary in Tacoma, WA. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach includes proprietary methodologies for asset allocation and planning, supporting clients with various fee-based financial planning options.

General retirement planning Income planning
user avatar

Bryce B

CFP®, Series 66

Tacoma, WA

STIFEL

Bryce Barber is a financial advisor at Stifel with 7 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Stifel in 2024, he worked at Edward Jones for six years and has experience at The Boeing Company and the Puyallup School District. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Rhonda S

Series 63, Series 65

Tacoma, WA

STIFEL

Rhonda Smith is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets LLC. Outside of her advisory role, she is co-owner of a general contracting company. Stifel serves a broad client base including individuals, institutional clients, and charitable 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 financial planning analyses.

General retirement planning Income planning
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Katelyn S

CFP®, Series 63, Series 66

Tacoma, WA

STIFEL

Katelyn Smith is a CFP® professional with 13 years of industry experience, currently advising clients at Stifel since 2019. Her prior roles include positions at City National Bank and RBC Capital Markets, LLC. She serves on the board of trustees for the Tacoma Museum of Glass. Stifel provides a broad range of brokerage and investment advisory services to individual and institutional clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

General retirement planning Income planning
user avatar

Lynn S

Series 63, Series 65

Tacoma, WA

STIFEL

Lynn Syler is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2019. Her prior experience includes roles at City National Bank and RBC Capital Markets LLC. Outside of her advisory work, she serves as a council member for the City of Ruston and participates in fundraising efforts for the local humane society. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment 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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