Stanley began his investment industry career in 1993 and joined Stifel in 2009. Prior to joining Stifel, he spent time working at Salomon Smith Barney and UBS Financial Services. Stanley understands that relating to his clients on a personal basis is paramount to providing investment planning services. He believes in a balanced approach to investing, taking advantage of income-producing investments and dividend-paying equities. Above all, Stanley strives to pursue consistent income for his clients. Stanley does not try to time the market – he takes a long-term view of investing, focused on value and solid financials.

Stanley earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He also holds the Accredited Investment Fiduciary designation. Stanley earned a Bachelor of Science in Business Administration from the University of Florida and holds Series 7, 9 & 10, 63, and 65 securities licenses.

Outside the office, Stanley is the past president of Children’s Home Society – North Coastal Division, as well as a past board member for the Ormond Beach Youth Baseball and Softball Association.

Changes in market conditions or a company’s financial condition may impact a company’s ability to continue to pay dividends, and companies may also choose to discontinue dividend payments.

Nick began his investment industry career at Stifel in 2024. Prior to joining Stifel, he gained experience in real estate development, advising developers on how to best utilize their capital to pursue their goals. Nick also has experience in managing project teams on multi-phase residential and commercial projects. While working alongside his clients, Nick believes in diversifying portfolios throughout industries and nations, and dollar-cost averaging is a good way to invest. He sees the importance of retirement plans, an essential element to determining savings rate and allocation.

Nick earned a Bachelor’s in Construction Management from the University of Florida and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Active in the community, Nick is a member of the Ormond Beach Chamber of Commerce, Volusia Young Professionals, and the Volusia County Gator Club.

Diversification, asset allocation, and/or dollar-cost averaging do not ensure a profit or protect against loss. Investors should consider their ability to continue investing during periods of falling prices.