I have nearly 30 years of experience in financial services.As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. My team will be with you every step of the way, offering sound guidance and customized financial strategies designed specifically for you. My team endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning guidance using the industry’s most comprehensive resources. Our investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio. Based on what we learn about you and your goals and an analysis of the current financial markets, we help you design a customized investment portfolio based on recommendations made solely with your goals in mind. We then take the time to explain our recommendations and, once you are comfortable with your new plan, We put it into action and periodically review its performance for opportunities to adapt to life changes and new goals.I began my career in financial services in 1996 at First Chicago NBD Discount Brokerage in Detroit, Michigan. My husband and I moved to the Traverse City Area in 2004, where I have continued my career in the financial industry. When I am not working, I enjoy boating, snowmobiling, camping, and running. Enough about me. I'd love to learn more about you and how we can get to know each other better. Let's connect!e-mail: aliced@stifel.comphone: (231) 995-7005/*********/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.
