Natalea Simmons Beaudean

CIMA, CFP, CPA, CPWA

CIMA, CFP, CPA, CPWA

Managing Director/Investments

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Natalea began her investment industry career in 2001 and joined Stifel in 2023.  She specializes in helping individuals, families, and foundations as they endeavor to build, manage, and preserve their wealth as they pursue their short- and long-term goals.

Backed by the vast resources and investment insights of Stifel, Natalea develops wealth management plans tailored to the various life scenarios her clients may face.  Recognizing that developing highly customized wealth management plans takes time, she works to gain an in-depth understanding of her clients’ current needs, concerns, and future aspirations. 

Natalea’s goal is to be a resource and collaborator in comprehensive financial matters large and small.  She enjoys educating clients on a wide variety of wealth management strategies, demonstrating the professionalism and compassion required to deliver top-tier service and personalized attention.

Prior to becoming a financial advisor, Natalea spent seven years in the private client tax group of a public accounting firm.  Her training and previous experience as a CPA give her a unique perspective when it comes to helping her clients address their financial needs.  In addition, she stays abreast of new ideas and important industry trends to prepare for potential events that may affect her clients’ financial situations.

Natalea earned a B.S. in Accountancy from the University of Missouri and an MBA from Washington University.  She holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Private Wealth Advisor®, Certified Investment Management Analyst®, and Chartered Retirement Planning Counselor® designations, and Series 7 and 66 securities licenses.

Outside the office, Natalea is a member of the Investments & Wealth Institute™ and the Missouri Society of CPAs.  She has also served on the boards of several local nonprofits.  Natalea and her husband have three sons and reside in St. Louis, Missouri.

Emily Cuba

CFP, CRPC

CFP, CRPC

Portfolio Analyst

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Emily began her financial services career in 2008 at Merrill Lynch and joined Stifel in 2023.  She supports the team in implementing highly customized wealth management strategies to help clients pursue their personal and financial short- and long-term goals.  She also supports the Simmons Private Wealth Group service model in relationship management and portfolio analysis.

Emily holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor™ designation from the Certified Financial Planner Board of Standards Inc.  She earned a B.A. from the University of Missouri and an MBA from Webster University.  She holds Series 7 and 66 securities licenses. 

Leslie Kollar

CRPC

CRPC

Senior Registered Client Service Associate

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Leslie began her financial services career in 2015, serving as a Client Associate with JPMorgan, RBC Wealth Management, and Merrill Lynch Wealth Management before joining Stifel in 2023.  An integral member of the team, she is thought of as the “go-to” person for clients’ account-related needs, including requests for funds, transfers, and reconciliations.  Leslie is committed to providing top-tier client service.  She earned a B.S. in Finance and Banking from the University of Missouri and holds the Chartered Retirement Planning Counselor™ designation.