2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2024.
Planning Your Financial Future
Starts Today.
We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Let's Start PlanningSimmons Private Wealth Group
Natalea Simmons Beaudean, CPA, CFP, CPWA, CIMA
Managing Director/Investments
Emily Cuba, CFP, CRPC
Portfolio Analyst
Leslie Kollar, CRPC
Senior Registered Client Service Associate
Nate Kane, CFP
Client Relationship Manager
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Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
NextGen Investor HandbookIntroducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!
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Retirement Plans QuarterlyThe Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
Newsletter
Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
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Market Perspectives WeeklyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives MonthlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives QuarterlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame
Whitepaper
Potomac PerspectivesPotomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis into political, legislative, and regulatory developments.
Whitepaper
Favorite 15Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.
Whitepaper
Allocation InsightsWealth management insights from Stifel’s CIO Office.
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Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Stifel Wealth Tracker
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We look forward to hearing from you and discussing your financial goals.
Stifel
By the Numbers
Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel600+ Investment Banking Professionals
Stifel's Investment Banking team consists of more than 600 investment banking professionals in eight industry groups and six product and service groups.
As of December 31, 2024.
250+ Public Finance Associates
We have more than 250 Public Finance associates in 44 offices.
As of December 31, 2024.
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