Robert Capone Email and Phone Number
As Senior Vice President/Investments in Stifel’s Providence office, I offer 40-plus years of investment services experience developing strategies for high-net-worth individuals, their families, and their businesses to help them pursue their short- and long-term financial goals.My consultative approach involves:•Listening and reviewing your financial situation, preferences, and goals •Recommending investment opportunities designed to accurately reflect your income and growth goals •Following up with our discussions and monitoring your progress Whether you are retiring, looking to change advisors, getting divorced, dealing with the death of a spouse, or seeking to handle an inheritance wisely, I can help you develop an investment plan to help you pursue your unique goals. I also work diligently to ensure you have the appropriate professionals in place to serve your tax and legal needs as Stifel does not offer tax or legal advice. Give me a call at (401) 421-1045, or e-mail me at caponer@stifel.com, to schedule a free consultation.Please visit http://www.caponeinvestmentgroup.com/ for educational information to help you along your financial journey. 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.
Stifel Financial Corp.
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- stifel.com
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Senior Vice President And Investments - StifelStifel Financial Corp.Rhode Island, United States -
Senior Vice President/Investments - StifelStifel Financial Corp. Jun 2009 - PresentProvidence, Rhode Island Area, United StatesFrom relatively modest beginnings, Stifel has grown to become one of the industry’s preeminent full-service wealth management and investment banking firms. We’ve done so through a combination of organic growth and opportunistic acquisitions that have significantly broadened our scale and capabilities, all while adhering to the principles that have served us well since our founding in 1890.Stifel now serves clients from more than 400 across the nation and ranks as the nation’s seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle-market, a top-ten municipal bond underwriter, and home to a national-recognized research franchise.Our parent company, Stifel Financial Corp., is publicly traded on the New York Stock Exchange under the ticker symbol “SF” and has recorded 20 consecutive years of record net revenues.
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Senior Vice President ManagerWells Fargo Advisors Jan 2008 - Jun 2009Providence, Rhode Island Area, United States -
Senior Vice President ManagerAg Edwards Feb 1988 - Jan 2008Providence, Rhode Island Area, United States -
Vice PresidentMoseley Securities Corporation Jan 1977 - Feb 1988Greater Boston Area, United States
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Specialist E4 Medical CorpsmanU.S. Army Retired Aug 1969 - Oct 1970
Robert Capone Education Details
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Boston University Questrom School Of BusinessBusiness Administration -
Boston College - Wallace E. Carroll Graduate School Of ManagementFinance
Frequently Asked Questions about Robert Capone
What company does Robert Capone work for?
Robert Capone works for Stifel Financial Corp.
What is Robert Capone's role at the current company?
Robert Capone's current role is Senior Vice President and Investments - Stifel.
What schools did Robert Capone attend?
Robert Capone attended Boston University Questrom School Of Business, Boston College - Wallace E. Carroll Graduate School Of Management.
Who are Robert Capone's colleagues?
Robert Capone's colleagues are Jay Leffe, Jonathan Dieckmann, Lucas Palmer, Faith Marzolf, Meg George, Cfp®, Robert Chanin, Fred Scales.
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