CONNECT

Address:

6100 Fairview Road, Suite 700
Charlotte, NC 28210

Phone:

(704) 554-6039 | (866) 906-9829

Fax/Other:

(704) 554-6087

Our Wealth Management Services:


With more than 40 years of combined experience as financial advisors, we strive to make things simple. We assist our clients in making important decisions about their future with strategies designed to help build wealth, control risk, and reduce or defer taxes. Designing, implementing, and maintaining a solid investment plan is the foundation of our business. We value lifelong relationships with our clients and provide advice on tested strategies for: 

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Stifel is a full-service wealth management and investment banking firm, established in 1890 and based in St. Louis, Missouri. Click to learn more about our firm and the advanges we feel we have because we are apart of them. 

Stifel does not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Trust services are provided by Stifel Trust Company, N.A., a wholly owned subsidiary of Stifel Financial Corp. and affiliate of Stifel, Nicolaus & Company, Incorporated. Unless otherwise specified, products purchased from or held by Stifel Trust Company, N.A. are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Company, N.A., are not guaranteed by Stifel Trust Company, N.A., and are subject to investment risks, including possible loss of the principal invested.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, and Stifel Bank & Trust, Member FDIC. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Bank & Trust or its affiliates, are not guaranteed by Stifel Bank & Trust or its affiliates, and are subject to investment risk, including possible loss of the principal.

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Check the background of this financial professional on FINRA's BrokerCheck