Financial Advisor Associate - Stifel
CurrentI work in conjunction with financial advisors in the branch, and I have extensive experience with high-net-worth clients, retirement planning strategies, higher education planning, and wealth management. Working in the financial services industry for nearly 20 years, I believe a consistent investment strategy with the ability to be flexible in these fast-changing times is crucial to helping a client manage their investment assets while taking into account their risk tolerance and current needs.