About Me
Education
- • Bachelor of Science in Finance, Pennsylvania State University
Licenses
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• Series 7, General Securities Representative
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• Series 63, Uniform Securities State Agent
Experience
I began my financial services industry career in 1990 and joined Stifel in 2019. Prior to joining Stifel, I served as a financial advisor with Merrill Lynch, Morgan Stanley, Citigroup Global Markets, and Ameriprise Financial Services.
Philosophy
I believe in creating value through a deep commitment to client service and a highly personalized consultative process. I work closely with my clients to create comprehensive wealth management plans, and I provide knowledgeable guidance through the ups and downs of the markets. My focus is on my clients and what they deem important. I leverage my 35-plus years of time-tested experience to develop tax-smart investment strategies tailored to clients’ specific needs and goals.Stifel does not provide tax advice. You should consult with your tax advisor regarding your particular situation.
About Me
Licenses
-
• Series 7, General Securities Representative
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• Series 63, Uniform Securities State Agent
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• Series 65, Uniform Investment Advisor Representative
Experience
Cari has more than 30 years of financial services experience in various aspects of the industry, joining Stifel through the acquisition of Ryan, Beck & Co in 2007.
Responsibilities
Cari focuses on assisting clients with their administrative needs while delivering a high level of service. She also coordinates client meetings, reviews, and client communications.