CLIENT RESOURCE GUIDE

 
Have a question or a request?

Please contact a member of our team, and we will be happy to assist if you want to:

• Discuss your investments and review your goals
• Understand market trends and financial products
• Let us know about changes to your family and career
• Contemplate a major purchase (e.g. buying a house)
Gary Keesling  

Gary A. Keesling
Senior Vice President/Investments

(314) 292-6232
keeslingg@stifel.com

Stay up-to-date on current geopolitical events

Address retirement income needs

Dan Wilson

 

Daniel J. Wilson, CFP®
Financial Advisor

(314) 292-6235
wilsondj@stifel.com


Discuss insurance products

Implement, review, or adjust financial plan

Discuss estate planning issues

           
Douglas Keesling  

Douglas G. Keesling, AIF®
Financial Advisor

(314) 292-6236
keeslingd@stifel.com

Request a performance review of accounts

Recommend ways to improve service

Explore philanthropic ideas