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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
Charlottesville
Private Client Group
1759 Worth Park
Charlottesville, Virginia 22911
James Dickman, CFP®
Phone:
(434) 974-8300
(434) 974-8300
Toll-free:
(866) 457-3572
(866) 457-3572
Fredericksburg, VA
Private Client Group
509-B Lafayette Blvd
Fredericksburg, Virginia 22401
Donald Newlin
Phone:
(540) 373-1821
(540) 373-1821
Toll-free:
(800) 800-1821
(800) 800-1821
Lynchburg
Private Client Group
1200 Commerce Street
Suite 100
Lynchburg, Virginia 24504
Bryan Stott
Phone:
(434) 845-1000
(434) 845-1000
Toll-free:
(800) 776-2723
(800) 776-2723
Martinsville
Private Client Group
201 East Main Street
Martinsville, Virginia 24112
Dean Johnston
Phone:
(276) 632-7151
(276) 632-7151
Toll-free:
(800) 726-7100
(800) 726-7100
Radford
Private Client Group
222 W. Main Street
Radford, Virginia 24141
Abie Williams
Phone:
(540) 633-5740
(540) 633-5740
Toll-free:
(877) 892-9468
(877) 892-9468
Richmond
Private Client Group
1021 East Cary Street
Suite 1800
Richmond, Virginia 23219
Rob Muller
Phone:
(804) 643-2400
(804) 643-2400
Toll-free:
(800) 767-2424
(800) 767-2424
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ALL RIGHTS RESERVED.

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