A Tailored Approach
Aligned With Your Unique Needs
– African proverb
Taking a customized approach to investing, Steven, Teia, Brad, and Montgomery combine their areas of focus to provide personalized services to a broad range of clients.
Don’t go it alone – let our team go to work for you!
Steve's Focus
Identifying Your Risk Profile
Using fee-based models through Stifel’s advisory services, Steve’s investment approach involves identifying investment strategies through six different risk profiles. Once an appropriate risk profile is established, he builds a long-term investment strategy tailored to your specific needs. Steve understands how quickly your goals can change and assesses your risk profile accordingly through quarterly reviews with you.
Teia's Focus
Organizing Your Balance Sheet
Teia primarily focuses on helping her clients organize their assets, liabilities, and equity. She believes every piece of your puzzle is important and it all should be strategically pieced together to form a complete view of your wealth management plan.
Primarily working with high-net-worth families, successful single females, and divorcees, Teia utilizes a value approach during the investment selection process with the goal of mitigating as much downside risk as possible.
Brad's Focus
Estate Planning Strategies and Tax-Smart Planning
Brad focuses on developing tailored estate planning strategies and focuses on keeping up to date on the ever-changing tax law landscape as it pertains to investment planning. Working closely with your CPAs and estate attorneys, he addresses pertinent topics to establishing your estate plan, including seeking to preserve the value of your estate, maximize what you transfer to beneficiaries, and minimize your estate transfer taxes.
Additional areas of focus include mutual fund analysis, investment plan construction, annuity analysis, and income distribution planning strategies.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Montgomery's Focus
Business Planning
Montgomery helps the team’s institutional clients manage key aspects of their business planning needs, such as ownership, liquidity, and developing opportunities. He will also review their employee benefits, including retirement, stock incentive plans, nonqualified deferred-compensation plans, and employee-retention strategies.
Our Associates' Focus
High-End Client Service and Support
Our internal support team is comprised of Senior Registered Client Services Associates Andrea Blassaras and Leslie Shaw and Client Service Associate Kate Holte. With more than 55 years of combined financial services experience, each enjoys getting to know our clients and assisting them with a variety of account-related needs, including online access, fund requests, trades, account documentation, research reports, and more.