Our Services



Products and Services Available Through Stifel


Variable, Immediate, and Fixed

Asset Allocation

Cash Management (Stifel Prestige®Accounts)

Check Writing

Debit MasterCard®

Bill Payment Services

Stifel Access (Online account access)


College Planning

529 College Savings Plans

Education Savings Accounts

Common Stocks

Consulting Services (Fee-Based Programs)

Corporate Executive Services

Cashless Stock Option Exercise

Control and Restricted Stock Transactions

Corporate Finance

Equity Line of Credit

Estate Planning

Exchange Traded Funds and Notes

Financial and Wealth Planning

Fixed Income Investments

Certificates of Deposit

Collateralized Mortgage Obligations (CMOs)

Corporate Bonds

Government and Agency Securities

Municipal Bonds


Business Owner Needs

Disability Insurance (Individual and Group)

Life Insurance (Individual and Business Policies)

Long-Term Care Insurance


Traditional, Roth, and Rollovers

Managed Money

Money Market Funds

Mutual Funds


Preferred Stocks

Public Finance


Retirement Planning

Retirement Plans

401(k) Plans

403(b) Plans

Profit Sharing Plans

Money Purchase Plans



Defined Benefit Plans

Syndicate Offerings

Unit Investment Trusts

Securities-Based Lending - to view the SPA Client Brochure, please click here

Stifel Trust http://www.stifeltrust.com

Trust Management and Administration


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, Member SIPC & NYSE. 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.