1890 The Year We Were Founded
and we're still going strong.
Stifel | Journeys
About Me
David began his investment industry career in 1992 and joined Stifel in 2024. Prior to joining Stifel, he specialized in tax-advantaged municipal bonds for 30 years at Merrill Lynch, Pierce, Fenner & Smith and Ryan Beck & Co.
Having served a variety of clients for more than 30 years, David understands that every individual, family, and business has unique investment goals, risk behaviors, motivations, and legacy goals. Regardless of each unique situation, he is committed to helping his clients pursue attractive returns while mitigating risk and putting their interests first. David encourages his clients to stay disciplined throughout the inevitable ups and downs of the markets.
David earned a Bachelor of Arts from the University of Maryland and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).
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 financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Let's Start PlanningStifel
By the Numbers
Put simply, Stifel is a growing 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 Stifel2,300 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, 2023.
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