Tuscaloosa, AL 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

1490 Northbank Parkway, Suite 100

Tuscaloosa AL 35406

Advisors at this office

7

Advisors at this office

user avatar

Lucas S

Series 66

Tuscaloosa, AL

STIFEL

Lucas Skinner is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and has held roles at Stifel since 2023. Prior to that, he worked at Jackie of All Trades and has experience in education at the University of Alabama and American Christian Academy. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Marcus C

Series 66

Tuscaloosa, AL

STIFEL

Marcus Causey is a financial advisor at Stifel with 24 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Based in Tuscaloosa, AL, he provides brokerage and investment advisory services to a diverse client base. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers both brokerage and fee-based advisory services, supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Stanley S

Series 66

Tuscaloosa, AL

STIFEL

Stanley Scarvey Jr. is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise, Bank of America, and Merrill. 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 developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
user avatar

William H

Series 66

Tuscaloosa, AL

STIFEL

William Humber is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Catherine C

Series 66

Tuscaloosa, AL

STIFEL

Catherine Carr is a Series 66 licensed financial advisor with Stifel, where she has worked since 2015. She has 28 years of industry experience and is based in Tuscaloosa, Alabama. Outside of her advisory role, she serves as a notary public. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and 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
user avatar

Courtney R

Series 63, Series 66

Tuscaloosa, AL

STIFEL

Courtney Rowan is a financial advisor with Stifel, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior positions include roles at Merrill for 17 years and Ameriprise for 8 years before joining Stifel in 2025. Stifel serves a wide array of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling. The firm provides fee-based financial planning and works alongside affiliated trust companies and banks.

General retirement planning Income planning
user avatar

Lewis S

Series 63, Series 65

Tuscaloosa, AL

STIFEL

Lewis Skinner is a financial advisor at Stifel with 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies incorporating forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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