Stifel Financial Corp.’s Post

Long Island advisors at other firms if you’re the least bit unhappy or unsure if you’re in the right spot, let’s have a confidential chat

We got JD Power again !!! Check out the video #Stifel

Meet Courtney Moriarty, one of our Wealth Analysts, in this month's edition of our employee feature series. Head over to out Schneider Downs Wealth Management Advisors, LP page to watch the latest video and discover more about her personality type and how that influences her working style with clients. #finance #employeefeature #wealthmanagment #careerpath

Meet Courtney Moriarty, one of our Wealth Analysts, in this month's edition of our employee feature series. Head over to out Schneider Downs Wealth Management Advisors, LP page to watch the latest video and discover more about her personality type and how that influences her working style with clients. #finance #employeefeature #wealthmanagment #careerpath

Meet Courtney Moriarty, one of our Wealth Analysts, in this month's edition of our employee feature series. Head over to out Schneider Downs Wealth Management Advisors, LP page to watch the latest video and discover more about her personality type and how that influences her working style with clients. #finance #employeefeature #wealthmanagment #careerpath

People. Quality. Progressive. 3 words we are proud to embody here at Paradigm Norton. But what does that look like in the everyday? 🤝 People As an employee-owned business, people are at the centre of everything we do. From our team members to our valued clients, we focus on building relationships that empower everyone to achieve their financial goals. 🌟 Quality Our commitment to delivering exceptional financial advice and support means that we go above and beyond, ensuring that every interaction is personable, purposeful, and personalised. 🧠 Progressive A forward-thinking approach to wealth management has inspired us to lead initiatives for sustainability and social justice, continuously creating a more equitable and prosperous future. Together, these values define us! #BusinessValues #WealthManagement #BCorp #EmployeeOwned #ClientCare #FinancialPlanners

We skillfully manage over $6 billion in assets, balancing clients’ needs both in and outside of Texas. Our team, comprised of 42 skilled professionals and with 20% employee shareholders, demonstrates our commitment to providing tailored wealth-management solutions backed by a stable and dedicated workforce. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning

Voya Financial Launches Primary Plus Learn more & get our take 👇 https://lnkd.in/gA3KcFdH “At Voya, we know that employees want — and value — a personalized approach to financial guidance. As a result, we continue to see a growing interest in managed account solutions, with total assets increasing 27% since the year prior in the first quarter of 2024 alone.” — Andre Robinson, Senior Vice President, Retail Wealth Management and Advisory Solutions at Voya Financial “Our focus is to create a pressure-free experience where plan participants have the information, guidance or advice they need to make better savings and planning decisions.” — Jason White, Director, Advisory Services at Voya Financial #financial #banking #SoFNews

Stay informed with the latest happenings at W&A as we make headlines in the financial world. Our approaches and insights into wealth management continue to position us prominently in the news. See how our commitment to excellence shapes the industry. Read our latest news features at https://lnkd.in/ewu2zfVh #IntheNews #WealthManagement #IndustryLeaders

Prioritizing financial wellness within a company not only benefits employees in the present but also sets them up for a more stable and secure future. By offering resources and support for things like budgeting, saving, investing, and managing debt, companies empower their employees to build wealth and financial resilience. This fosters a sense of ownership and accountability among employees, as they become more actively engaged in their financial well-being and, by extension, in the success of the company. When employees feel financially secure and invested in the company's goals, they are more likely to contribute positively to its growth and success. Midwest BankCentre #financialwellnessmonth #midwestbankcentre #moneymanagement