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Stifel Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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Please note:
For security purposes, Stifel clients should not include the following in any e-mail correspondence with Stifel:
* Account Numbers
* Client Account Access User Names
* Passwords
* Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:
* Purchase or sale orders
* Instructions for the transfer or disbursement of funds
* Changes of address

Branches by State

Map showing locations of Stifel Wealth Management branches across the United States

Find More Stifel Offices:

Stifel Bank & Trust

Investment Banking

Public Finance

Stifel Europe

Branch Location
Auburn
Private Client Group
2607 East Glenn Avenue
Auburn, Alabama 36830
Sheree Luker
Phone:
(334) 539-3508
(334) 539-3508
Toll-free:
(844) 233-8604
(844) 233-8604
Birmingham
Private Client Group
800 Shades Creek Parkway
Suite 750
Birmingham, Alabama 35209
James Dixon
Phone:
(205) 414-3332
(205) 414-3332
Toll-free:
(888) 783-7631
(888) 783-7631
Decatur
Private Client Group
248 Johnston Street SE
Decatur, Alabama 35601
James Dixon
Phone:
(256) 898-6785
(256) 898-6785
Toll-free:
(866) 779-2726
(866) 779-2726
Mobile
Private Client Group
3600 Springhill Business Park
Suite 1000
Mobile, Alabama 36608
Drew Williams, AIF, CFP, CIMA
Phone:
(251) 344-3600
(251) 344-3600
Toll-free:
(800) 522-2470
(800) 522-2470
Montgomery
Private Client Group
2660 Eastchase Lane
Suite 400
Montgomery, Alabama 36117
Sheree Luker
Phone:
(334) 213-1600
(334) 213-1600
Toll-free:
(888) 231-0206
(888) 231-0206
Montgomery PCG
Private Client Group
670 South Perry Street
Montgomery, Alabama 36104
Chappell Hill
Phone:
(334) 263-3892
(334) 263-3892
Toll-free:
(800) 421-4114
(800) 421-4114
Tuscaloosa
Private Client Group
1490 Northbank Parkway
Suite 100
Tuscaloosa, Alabama 35406
Sonny Skinner, CRPC®
Phone:
(205) 561-5800
(205) 561-5800
Toll-free:
(855) 678-4335
(855) 678-4335
Stifel | Investment Services Since 1890

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

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ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.