Washington, DC I Street Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

15

Of 3,340 advisors across 469 offices

Location

1776 I Street

Washington DC 20006

Advisors at this office

15

Advisors at this office

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Tuananh V

Series 66

Washington, DC

STIFEL

Tuananh Vu is a financial advisor at Stifel with eight years of industry experience. He has held positions at Wells Fargo Clearing and Bank of America prior to joining Stifel in 2022. Outside of his advisory work, Vu is active as a musician, serves as a treasurer for a nonprofit focused on Vietnamese leadership, participates in an Asian culture podcast, and acts as a brand ambassador for a hard seltzer company. 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.

General retirement planning Income planning
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John K

Series 63, Series 65

Washington, DC

STIFEL

John Krimigis is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Based in Washington, DC, his career includes over a decade at the firm. 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 relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Trissa M

Series 66

Washington, DC

STIFEL

Trissa Monaghan is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley before joining Stifel in 2019. Outside of her advisory role, Monaghan is a database specialist for technology solutions providers AMS.NET and MGT, where she transcribes data for record keeping. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

General retirement planning Income planning
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Douglas B

Series 63, Series 65

Washington, DC

STIFEL

Douglas Bayer is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

General retirement planning Income planning
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Lawrence F

Series 63, Series 65

Washington, DC

STIFEL

Lawrence Feldmesser is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Eric D

Series 66

Washington, DC

STIFEL

Eric Dennett is a financial advisor with Stifel in Washington, DC, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Zachary K

CFP®, Series 66

Washington, DC

STIFEL

Zachary Karr is a financial advisor at Stifel with 23 years of industry experience. He holds the CFP® and Series 66 designations. Karr has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse 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 that supports asset allocation and financial planning analyses.

General retirement planning Income planning
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Robert B

Series 66

Washington, DC

STIFEL

Robert Barcellona Jr. is a financial advisor at Stifel with 16 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and third-party adviser recommendations. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Brandon F

Series 66

Washington, DC

STIFEL

Brandon Feldman is a financial advisor with Stifel in Washington, DC, holding a Series 66 designation and 14 years of industry experience. He has been with Stifel since 2015. Outside of his advisory work, he serves as Co-President of the American Heart Association’s PULSE Committee, a young professionals volunteer group focused on fundraising. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Julia H

Series 66

Washington, DC

STIFEL

Julia Heine is a financial advisor at Stifel with one year of industry experience and holds a Series 66 credential. Prior to joining Stifel, she held roles at various organizations including Manayunk Brewing Company and Clark Capital Management Group. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and fee-based advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Kelsey F

CFP®, Series 66

Washington, DC

STIFEL

Kelsey Feeley is a CFP®-certified financial advisor at Stifel with five years of industry experience. Before joining Stifel in 2020, she held roles at Merrill Lynch, Morgan Stanley, and Varonis. Feeley also worked at Washington Yu Ying Public Charter School and The Office of Senator Sheldon Whitehouse. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Justin D

Series 66

Washington, DC

STIFEL

Justin Dennett is a financial advisor with Stifel in Washington, DC. He holds a Series 66 designation and has been with Stifel since 2026. Prior to his current role, he has worked in various positions including at Lesley University and several country clubs and fitness centers. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Robert H

Series 66

Washington, DC

STIFEL

Robert Hobart is a financial advisor at Stifel in Washington, DC, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2023, he worked at Visions Treatment Centers, Stone Harbor Strategies, Kohl's, and Indiana University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Fay B

Series 63, Series 66

Washington, DC

STIFEL

Fay Brownlow is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, 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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Stephen T

CFP®, Series 66

Washington, DC

STIFEL

Stephen Thomsen is a CFP®-certified financial advisor with 18 years of industry experience, currently with Stifel since 2018. He previously worked at Bank of America and Merrill, with overlapping tenures between 2009 and 2018. Outside of his advisory role, Thomsen serves on the Leadership Committee for the Mid-Atlantic Division of Autism Speaks and hosts an annual charity golf tournament fundraiser. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing forward-looking analyses and asset allocation guidance intended as a basis for client decisions.

General retirement planning Income planning
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