in Environmental Health Science from Eastern Kentucky University.
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Prior to joining Stifel, she earned a B.S. She brings 10-plus years of sales, customer service, promotions, and coordinating experience to the team. Stephanie began her financial services career with Stifel in 2018. She has earned a Bachelor of Science in Public Relations, Minor in Organizational Communications at Murray State University. Prior to that, she worked in retail and commercial banking. Prior to Stifel, she assisted Adam as a Client Service Associate at Edward Jones for nearly five years. Sally started her financial services career in 2007 and joined Stifel in 2018. Outside of the office, Jackie loves to golf, travel, and spend time with her fiancé, Conrad, and her two animals, Cliff and Susan.
STIFEL NICOLAUS WEALTH TRACKER SERIES
She holds Series 7 and 66 securities licenses. Jackie earned her Bachelor of Science degree in Nursing from Murray State University. She has a passion for forming relationships and helping prepare clients for their financial future. Jackie began her financial services career and joined Stifel in 2021. He is also a member of Paducah Young Professionals and Lone Oak First Baptist Church. Outside the office, Elliot is a valued member of his community. He also holds Series 7 and 66 securities licenses.
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in Biology with a minor in Chemistry from Murray State University. Prior to becoming a financial advisor, Elliot earned a B.S. Prior to joining Stifel, he served as a financial advisor with Edward Jones, where he focused on forming long-term relationships with a select group of high-net-worth individuals and families.
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In his personal time, he enjoys being active, playing tennis, traveling, cooking, and being outdoors.Īs an experienced financial advisor, Adam believes the process of helping his clients plan and pursue their goals still is as fulfilling and invigorating as when he first entered the industry.Įlliot began his investment services career in 2012 and joined Stifel in 2018. Adam also coaches his son's football and basketball teams. They both love discussing their favorite sports teams and players. He is a member of the Oscar Cross Boys and Girls Club Board of Directors and past president of the Country Club of Paducah.Īdam lives in Paducah with his son, Coen. After 17 successful years at Edward Jones, he joined Stifel for its comprehensive tools and platforms, nationally recognized research capabilities, technology development, and flexible culture.Īdam believes community involvement is very important and believes in giving back. Louis with many wonderful clients before moving back to Kentucky in 2006. He helped open a successful branch in St. Louis to help develop new financial advisors in the Training Department at Edward Jones. Originally from Hammond, Louisiana, Adam moved to Kentucky to earn a Bachelor of Science in Finance from Murray State University. He prides himself on working hard for his clients, staff, and family. Through a highly developed and refined process, Adam helps a select group of high-net-worth families manage their wealth toward confidently leaving an investment legacy across generations. Everything we do is driven by an established process and set to synchronize with your current and future needs.īy integrating both of these elements, we can work toward your ideal financial future.
STIFEL NICOLAUS WEALTH TRACKER UPDATE
We will create customized plans based on your goals and periodically review and update your portfolio as life changes occur. “Our role is stewardship, not salesmanship.” As we work together, we will ask you questions regarding your total assets, accumulated wealth, risk tolerance, and time horizon.
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Instead, we focus on the set of your sail rather than the direction of the wind. In life, there are many aspects that are out of our control and, frankly, we don't spend a lot of time worrying about them. Now we jump to the control side of the diagram.