Stifel

Key offerings for individuals and families

For individuals and families, Stifel's offerings include:

• Save for retirement – strategies and accounts to help clients prepare for retirement.
• Planning for your future – broader financial planning support tailored to individual goals.
• Investment advisory and asset management – portfolio guidance and professional management.
• Banking and lending – access to banking and lending solutions through Stifel Bank.
• Stifel Wealth Tracker – a digital tool that gives clients a consolidated view of their finances at Stifel and beyond, including spending, investments, risk, and budgeting tools, with their Stifel Financial Advisor just a click away.

Retirement planning programs

Stifel offers a range of retirement planning services for individuals and business owners at different stages of their careers.

Individual retirement plans include:

• Traditional IRA
• Roth IRA
• IRA rollovers

Employer-sponsored retirement plans include:

• Employer contribution only plans
• Employee/employer contribution plans

A Stifel Financial Advisor can help determine which retirement plan options and investments may be appropriate for a client's retirement goals.

Stifel company overview

Stifel is a diversified global wealth management and investment banking company. The firm helps individual investors, families, businesses, institutions, and municipalities pursue their financial goals.

Key areas of service

• Wealth management for individuals and families – financial planning, investment advice, asset management, retirement planning, and access to banking and lending solutions.
• Investment advisory programs – a range of advisory options, including programs such as Fundamentals, Horizon, Custom Advisory Portfolio, Opportunity, Solutions, and Summit, designed to match different client needs and preferences.
• Investment banking and institutional services – capital raising, strategic advice, trade execution, equity and fixed income capital markets, public finance, and related services for institutional and corporate clients.
• Research and insights – economic, market, and policy research from Stifel economists, analysts, and strategists.
• Digital tools – Stifel Wealth Tracker, which helps clients view their finances, track spending and investments, assess risk, and manage expenses, with their Stifel Financial Advisor available for support.

Founded in 1890, Stifel focuses on putting clients first and building long-term relationships through a combination of advice, execution, and research.

• One Financial Plaza, 501 North Broadway, St. Louis, Missouri 63102

New York:

• Private Client Group: 1095 Avenue of the Americas, 3rd and 4th Floor, New York, New York 10036
• Institutional Group: 787 7th Avenue, 11th Floor, New York, New York 10019

Baltimore:

• Institutional Group: 1201 Wills Street, Suite 600, Baltimore, Maryland 21231

San Francisco:

• One Montgomery Street, Suite 3700, San Francisco, California 94104

Morristown:

• Private Client Group: 305 Madison Avenue, Morristown, New Jersey 07960
• Tel: (973) 549-4000

Memphis:

• 775 Ridge Lake Boulevard, Memphis, TN 38120
• Tel: (901) 766-3000

International Headquarters

Stifel Europe:

• London: 150 Cheapside, London, EC2V 6ET
• Paris: 26, Avenue des Champs-Elysées, 75008 Paris
• Frankfurt: Skyper, Taunusanlage 1, 60329 Frankfurt am Main, Germany

Stifel Canada:

• 161 Bay Street, Suite 3800, Toronto, Ontario M5J 2SI

Phone support and general inquiries

For assistance with the Stifel Wealth Tracker, account access, or additional help:

• Wealth Tracker support: (866) 697-8433 or (314) 342-2251
• Hours: Monday - Friday 6:00am - 10:00pm CT; Saturday and Sunday 7:00am - 7:00pm CT

For historical document requests, account information, or other general inquiries:

• Stifel Support: (314) 342-2255 or (800) 679-5446
• Hours: Monday - Friday 6:00am - 6:00pm CT

Clients can also use the contact form and the "Find a Stifel Financial Advisor" tools on stifel.com to locate a nearby advisor or branch.

Career areas

Stifel offers roles across many parts of the firm, including:

• Financial Advisors and branch support
• Investment banking and the Institutional Group (capital markets, equity research, public finance, sales and trading, and global markets)
• Investment products and services
• Operations
• Information technology and technology product development
• Compliance, audit, legal, and accounting
• Human resources
• Banking, lending, and trust services
• Internships and campus programs for students

How to explore opportunities

• Candidates can search current openings and learn more about careers at Stifel through the Careers section on stifel.com.
• Experienced professionals and students can join talent networks to receive information about roles that may fit their interests.
• Stifel offers internship programs and campus recruiting opportunities in areas such as investment banking, institutional business lines, and home office functions.

For security purposes, clients are advised not to include the following in any email correspondence:

• Account numbers
• Client account user IDs
• Passwords
• Social Security numbers

Requests that cannot be accepted by email

Stifel cannot accept the following instructions via email:

• Purchase or sale orders
• Instructions for the transfer or distribution of funds
• Change of address requests

Clients should contact their Stifel Financial Advisor directly for these types of requests.

Regulatory and jurisdictional notes

• Stifel Financial Advisors may conduct business only with residents of the states in which they are properly registered.
• The stifel.com website is published in the United States for U.S. residents only.
• The information on the website is not an offer to sell or a solicitation of an offer to buy any security in any jurisdiction where such offer, solicitation, purchase, or sale may not lawfully be made.

Stifel emphasizes putting the welfare of clients and communities first while delivering innovative financial solutions and striving to exceed client expectations.

Ask anyway — the agent will say plainly that it is not published rather than guess.