About Us

Stifel is a full-service investment firm with a distinguished history of providing securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, institutions, corporations, and municipalities. Established in 1890 and headquartered in St. Louis, Missouri, Stifel is one of the nation's leading firms.

The Traverse City branch has been open since 2010 and consists of 6 financial advisors and 3 client service associates. Our team is committed to providing comprehensive wealth management and retirement planning to individuals, families, and businesses. Together we are able to access and utilize the extensive resources Stifel has to offer as the 7th largest financial services firm in the nation, all while maintaining a personalized and local experience.