Anthony Mabry Email & Phone Number

During my 30-year career, I have focused mostly on serving corporate retirement plan sponsors – designing defined contribution retirement plans on their behalf. Prior to 1998, I managed the 401(k) retirement department of a regional brokerage firm with primary oversight in performing 401(k) administration and compliance functions for the firm's defined contribution clients.I was named to The Financial Times' Top 401 Retirement Plan Advisors in 2015 and 2016. I hold the Certified 401(k) Professional (C(k)P®) designation from The Retirement Advisor University at UCLA Anderson School of Management Executive Education (TRAU). I also hold the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning.I graduated from The Ohio State University with a B.S.B.A in Finance. My wife, Dianne and I reside in Grove City and have two children.*Source: The Financial Times 401 Top Retirement Plan Advisors list (FT 401) is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas, including Defined Contribution (DC) plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

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  The Ohio State University

  Bachelor'S Degree