Stifel Offers a Client-Focused Investment Approach
David Stone serves as a Director/Investments with Stifel, where he advises clients on wealth preservation. David Stone and his team of 12 based in New York take a “four seasons approach” to client engagement and seek to tailor strategies to specific time frames and financial goals. His clients include small business owners, individuals, and families with significant portfolios. Serving the needs of corporate and institutional entities, investment approaches are designed to be balanced and closely coordinated with current market trends and forecasts. Stifel aims to help clients preserve their assets through inevitable economic growth and contraction cycles. Dave’s qualifications include a B.S. in Economics and an MBA from Clemson University. He also holds a Charted Retirement Planning Counselor SM (CRPC®) designation as well as the Series 7, 63, and 66 securities licenses. He emphasizes that portfolios are not required to meet a minimum threshold and that a properly managed one provides the opportunity for growth potential.