My Services

Specializing in the Municipal Bond Market 
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 many cases, state and local taxes as well. 

I pride myself on continually monitoring these bonds for changes in their issuers' financial condition, credit rating, trade frequency, as well as the bonds' interest rate movement. 


Income from particular municipal bond issues may or may not be subject to state and alternative minimum taxes.  Capital gains tax may apply if sold prior to maturity.  When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. 

 

Stifel Services
Our services cover all areas of financial management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Stifel does not offer legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.

Lending services are provided by Stifel Bank & Trust. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, and Stifel Bank & Trust, Member FDIC. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Bank & Trust or its affiliates, are not guaranteed by Stifel Bank & Trust or its affiliates, and are subject to investment risk, including possible loss of the principal.

Trust services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (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.