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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
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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

Branch Locations Map

Find More Stifel Offices:

Stifel Bank & Trust

Investment Banking

Public Finance

Stifel Europe

Branch Location
Bowling Green North
Private Client Group
400 East Main Avenue
Suite 101
Bowling Green, Kentucky 42101
Guy Richardson
Phone:
(270) 715-6030
(270) 715-6030
Toll-free:
(800) 521-5838
(800) 521-5838
Bowling Green, KY
Private Client Group
1131 Fairview Avenue
Suite 202
Bowling Green, Kentucky 42103
Hunter Doyle
Phone:
(270) 418-2118
(270) 418-2118
Toll-free:
(800) 950-0242
(800) 950-0242
Covington KY
Private Client Group
50 East Rivercenter Blvd
Suite 830
Covington, Kentucky 41011
Guy Richardson
Phone:
(859) 912-7615
(859) 912-7615
Toll-free:
(888) 708-6067
(888) 708-6067
Louisville
Private Client Group
600 N. Hurstbourne Parkway
Suite 100
Louisville, Kentucky 40222
Vincent Cameron
Phone:
(502) 425-1230
(502) 425-1230
Toll-free:
(800) 927-5333
(800) 927-5333
Paducah, KY
Private Client Group
2190 New Holt Road
Paducah, Kentucky 42001
Malcolm Frost, APMA
Phone:
(270) 908-0633
(270) 908-0633
Toll-free:
(833) 791-8084
(833) 791-8084
Shelbyville
Private Client Group
500 Main Street
Suite 2
Shelbyville, Kentucky 40065
Vincent Cameron
Phone:
(502) 633-7170
(502) 633-7170
Toll-free:
(800) 927-5333
(800) 927-5333
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