Among the broad array of products and services offered through Stifel, I specialize in providing municipal bonds to my clients who are interested in tax-advantaged investing. 

Many of my clients are attracted to municipal bonds because they are exempt from federal income tax, and in many cases, state and local taxes as well. 

I take pride in assessing bonds based on the issuers’ financial condition, as well as the bonds’ credit rating, trade frequency, and interest rate movement.

In addition to focusing on tax-advantaged municipal bonds, I leverage Stifel’s highly skilled financial professionals who can help you address all your complex wealth management needs.

If you are interested in our latest bond offerings, annuity review, or trust services, please reach out.

When investing in bonds, it is important to note that as interest rates rise, prices will fall.  As part of an annuity review, investors should consider carefully the fees and charges of features associated with new annuity and insurance policies against the costs of existing policies.  Also, investors may be assessed a surrender charge for terminating an existing policy while also starting a surrender period for the new policy.  California Insurance License Number 0D76724.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.