Stifel

Stifel is a wealth management and investment banking firm that works with individuals, families, and organizations on retirement, college savings, tax planning, and investment strategy. Its Pensacola branch lists several financial advisors, and the company also offers asset management, banking and lending, and institutional services. Its Memphis Institutional Group office is also listed on its site.

Advisors prefer to meet clients face to face and build an asset allocation around each client's goals and risk tolerance. Clients can call, stop by the office, or send an email to discuss their needs. The Stifel Wealth Tracker app brings bank, investment, and spending information into one view for clients who want to follow their finances.