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Please note:
For security purposes, Stifel clients should not include the following in any e-mail correspondence with Stifel:
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In addition, Stifel cannot accept the following via e-mail:
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Branches by State

Branch Location
Auburn
Private Client Group
13640 Bowman Road
Auburn, California 95603
Email
Robert Frew
Phone:
(530) 889-8775
(530) 889-8775
Toll-free:
(866) 926-8818
(866) 926-8818
Bakersfield
Private Client Group
5060 California Avenue
Suite 1140
Bakersfield, California 93309
Email
David Westerfeld
Phone:
(661) 321-7300
(661) 321-7300
Toll-free:
(877) 816-9087
(877) 816-9087
Carlsbad
Private Client Group
5780 Fleet Street
Suite 250
Carlsbad, California 92008
Email
Gary Endres
Bruce Baker
Phone:
(760) 804-3400
(760) 804-3400
Toll-free:
(866) 431-2389
(866) 431-2389
Chico
Private Client Group
901 Bruce Road
Suite 280
Chico, California 95928
Email
Bill Carson, PhD
Phone:
(530) 891-1133
(530) 891-1133
Toll-free:
(800) 472-3867
(800) 472-3867
Del Mar
Private Client Group
12544 High Bluff Drive
Suite 190
San Diego, California 92130
Email
Jeff McCoy
Phone:
(858) 755-1614
(858) 755-1614
Toll-free:
(877) 892-9461
(877) 892-9461
Fort Jones
Private Client Group
11345 Mathews
PO Box 706
Fort Jones, California 96032
Email
Perry Wright, CFP®
Phone:
(530) 468-2408
(530) 468-2408
Toll-free:
(866) 779-2719
(866) 779-2719
Fresno
Private Client Group
7112 N. Fresno Street
Suite 180
Fresno, California 93720
Email
Don Vincenti, CFP®
Phone:
(559) 437-4060
(559) 437-4060
Toll-free:
(877) 816-9089
(877) 816-9089
Grass Valley
Private Client Group
404 Sierra College Drive
Grass Valley, California 95945
Email
Chris Nielsen, CRPC
Phone:
(530) 273-9877
(530) 273-9877
Toll-free:
(866) 498-6810
(866) 498-6810
Irvine Spectrum
Private Client Group
20 Pacifica
Suite 1400
Irvine, California 92618
Email
Susan Dixon
Phone:
(949) 271-5100
(949) 271-5100
Toll-free:
(877) 816-1224
(877) 816-1224
Lincoln
Private Client Group
985 Sun City Lane
Suite 105
Lincoln, California 95648
Email
Clay Evans, AAMS
Phone:
(916) 409-1300
(916) 409-1300
Toll-free:
(866) 677-6214
(866) 677-6214
Los Angeles
Private Client Group
2121 Avenue of the Stars
Suite 2100
Los Angeles, California 90067
Email
Michael Bill, MBA
Phone:
(310) 208-1329
(310) 208-1329
Toll-free:
(866) 576-0005
(866) 576-0005
Los Angeles PCG B
Private Client Group
2121 Avenue of the Stars
Suite 2100
Los Angeles, California 90067
Phone:
(310) 208-1329
(310) 208-1329
Toll-free:
(844) 735-9473
(844) 735-9473
Modesto
Private Client Group
1549 McHenry Ave
Modesto, California 95350
Email
Dane Anderson, CFP
Phone:
(209) 353-4730
(209) 353-4730
Toll-free:
(833) 791-8088
(833) 791-8088
Monterey
Private Client Group
30 Ryan Court
Suite 250
Monterey, California 93940
Email
Andrew Rudy
Phone:
(831) 333-0963
(831) 333-0963
Toll-free:
(866) 892-8963
(866) 892-8963
Murrieta
Private Client Group
25220 Hancock Ave.
Suite 300
Murrieta, California 92562
Email
Gary Allen
Phone:
(951) 461-7220
(951) 461-7220
Toll-free:
(866) 894-2461
(866) 894-2461
Newport Beach
Private Client Group
520 Newport Center Drive
Suite 1500
Newport Beach, California 92660
Email
Timothy Metcalf
Phone:
(949) 252-1324
(949) 252-1324
Toll-free:
(866) 779-2725
(866) 779-2725
Oroville
Private Client Group
1891 Robinson Street
Oroville, California 95965
Email
Clay Evans, AAMS
Phone:
(530) 534-8021
(530) 534-8021
Toll-free:
(877) 816-9091
(877) 816-9091
Oxnard
Private Client Group
1000 Town Center Drive
Suite 450
Oxnard, California 93036
Email
Linda Scipione
Phone:
(805) 604-6700
(805) 604-6700
Toll-free:
(866) 677-5897
(866) 677-5897
Palm Desert
Private Client Group
74245 Highway 111
Suite 200
Palm Desert, California 92260
Email
Christopher Lacy
Phone:
(760) 834-6900
(760) 834-6900
Toll-free:
(877) 879-3158
(877) 879-3158
Paradise
Private Client Group
6569 Clark Rd
Paradise, California 95969
Email
John W Nelson
Phone:
(530) 872-5110
(530) 872-5110
Toll-free:
(866) 438-6030
(866) 438-6030
Pasadena
Private Client Group
300 North Lake Avenue
Suite 900
Pasadena, California 91101
Email
David Luna
Phone:
(626) 564-0311
(626) 564-0311
Toll-free:
(866) 498-6823
(866) 498-6823
Paso Robles
Private Client Group
1337 Vine Street
Paso Robles, California 93446
Email
Steve McAbee
Phone:
(805) 238-3080
(805) 238-3080
Toll-free:
(855) 278-4335
(855) 278-4335
Rancho Bernardo
Private Client Group
16870 West Bernardo Drive
Suite 150
San Diego, California 92127
Email
Jeff McCoy
Phone:
(858) 879-4000
(858) 879-4000
Toll-free:
(855) 778-4335
(855) 778-4335
Redding
Private Client Group
2701 Park Marina Drive
2nd Floor
Redding, California 96001
Email
Perry Wright, CFP®
Ann Marie Tyrrell, CFP®, CDFA
Phone:
(530) 244-7199
(530) 244-7199
Toll-free:
(866) 950-5524
(866) 950-5524
Redlands
Private Client Group
1901 Orange Tree Lane
Suite 110
Redlands, California 92374
Email
Robert Heinze, CFP®, AIF, AIFA
Phone:
(909) 307-8478
(909) 307-8478
Toll-free:
(800) 888-5657
(800) 888-5657
Roseville
Private Client Group
1420 Rocky Ridge
Suite 340
Roseville, California 95661
Email
Clay Evans, AAMS
Phone:
(916) 626-3322
(916) 626-3322
Toll-free:
(866) 498-6682
(866) 498-6682
San Francisco TWP PCG
Private Client Group
One Montgomery Street
Suite 3700
San Francisco, California 94104
Phone:
(415) 364-2500
(415) 364-2500
San Francisco
Private Client Group
One Montgomery Street
Suite 3700
San Francisco, California 94104
Email
David Fleming
Phone:
(415) 364-6800
(415) 364-6800
Toll-free:
(800) 447-8663
(800) 447-8663
San Jose
Private Client Group
550 S. Winchester Blvd.
Suite 350
San Jose, California 95128
Email
Ken Painter
Phone:
(408) 985-6811
(408) 985-6811
Toll-free:
(866) 432-2896
(866) 432-2896
San Juan Capistrano
Private Client Group
30448 Rancho Viejo Rd
Suite 110
San Juan Capistrano, California 92675
Email
Robert Burns, CFP®, AIF
Phone:
(949) 234-2340
(949) 234-2340
Toll-free:
(866) 886-7593
(866) 886-7593
San Luis Obispo
Private Client Group
999 Monterey Street
Suite 360
San Luis Obispo, California 93401
Email
Tawnee Hosick AIF®
Phone:
(805) 783-2921
(805) 783-2921
Toll-free:
(877) 816-1231
(877) 816-1231
San Rafael
Private Client Group
1111 A Street
San Rafael, California 94901
Email
David Fleming
Phone:
(415) 306-5639
(415) 306-5639
Toll-free:
(844) 877-1327
(844) 877-1327
Santa Barbara
Private Client Group
206 East Anapamu Street
Santa Barbara, California 93101
Email
Anthony Russo, CFP®
Phone:
(805) 957-1840
(805) 957-1840
Toll-free:
(855) 300-7140
(855) 300-7140
Santa Rosa
Private Client Group
3554 Round Barn Blvd.
Suite 200
Santa Rosa, California 95403
Phone:
(707) 542-3521
(707) 542-3521
Toll-free:
(866) 498-6794
(866) 498-6794
Stockton CA
Private Client Group
10100 Trinity Parkway
Suite 320
Stockton, California 95219
Email
Larry Watts, AIF
Phone:
(209) 888-2000
(209) 888-2000
Toll-free:
(888) 708-2762
(888) 708-2762
Visalia
Private Client Group
217 East Caldwell
Visalia, California 93277
Email
Jim Wohlford
Phone:
(559) 622-1040
(559) 622-1040
Toll-free:
(866) 950-5516
(866) 950-5516
Walnut Creek
Private Client Group
500 Ygnacio Valley Road
Suite 490
Walnut Creek, California 94596
Email
Jim Collini, AIF®
Phone:
(925) 746-6560
(925) 746-6560
Toll-free:
(866) 435-0145
(866) 435-0145
Westlake Village
Private Client Group
3075 Townsgate Road
Suite 300
Westlake Village, California 91361
Email
Lisa McCrea
Phone:
(805) 496-8150
(805) 496-8150
Toll-free:
(866) 779-2413
(866) 779-2413