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 financial 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) |
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Gary A. Keesling (314) 292-6232 Address retirement income needs |
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Daniel J. Wilson, CFP® (314) 292-6235
Implement or adjust investment plan Discuss estate planning issues |
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Douglas G. Keesling, AIF® (314) 292-6236 Recommend ways to improve service Explore philanthropic ideas |
Stifel does not provide legal or tax advice. You should consult with your legal or tax advisor regarding your particualr situation.