I Believe ...
In a Plan With You at the Center
About Me
Rob began his investment industry career in 1995 and joined Stifel in 2009. Prior to joining Stifel, he worked as a Business Development Officer for Wachovia Bank, now Wells Fargo Advisors, and as a small business insurance specialist. Rob believes in using a holistic approach with financial planning as the foundation. He seeks to mitigate risk by leveraging Stifel’s research and other trusted resources to help his clients pursue positive outcomes. He holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Rob earned a B.S. in Business Administration from Elon University, where he now serves on the alumni association reunions committee. Outside of the office, he enjoys golfing, skiing, playing pickle ball, and spending time with his family and in the community.
Approach
During our periodic review meetings, I will ask questions in regard to what is happening in your life and if there have been any major changes, so we will know if we need to adjust your plan. I will also not only look at your savings and investments, but also discuss Social Security, long-term care expenses, cost of living, and Medicare.
1890The Year We Were Founded
and we're still going strong.
$5.6Billion in Trust Assets Under Advisement
Stifel Trust has $5.6 billion in trust assets under advisement.
As of December 31, 2023.
$23Billion in Assets Under Management
Our Asset Management affiliates have more than $23 billion in assets under management.
As of December 31, 2023.
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