Tallahassee, FL Financial Plaza Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

4

Of 3,340 advisors across 469 offices

Location

3500 Financial Plaza, Ste. 202

Tallahassee FL 32312

Advisors at this office

4

Advisors at this office

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Jeremy H

Series 66

Tallahassee, FL

STIFEL

Jeremy Huggins is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He has been with Stifel Nicolaus & Co Inc since 2019. 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 utilizes proprietary methodology based on forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

General retirement planning Income planning
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Stephen H

Series 63, Series 65

Tallahassee, FL

STIFEL

Stephen Huggins is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following a four-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a diverse client base including individuals, institutional clients, 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

Thomas S

Series 66

Tallahassee, FL

STIFEL

Thomas Stitely is a financial advisor at Stifel with a Series 66 designation and over ten years of experience in the financial services industry. His prior experience includes roles at Bank of America Merrill, Ameris Bank, South Georgia Banking Company, and Bayshore Mortgage Funding. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

General retirement planning Income planning
user avatar

Cameron H

Series 66

Tallahassee, FL

STIFEL

Cameron Huggins is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Morgan Stanley Private Bank, N.A., and Morgan Stanley. He is based in Tallahassee, FL. 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 utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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