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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
Brentwood
Private Client Group
100 Winners Circle
Suite 310
Brentwood, Tennessee 37027
Bill Wade, CIMA
Phone:
(629) 241-6671
(629) 241-6671
Toll-free:
(800) 325-7806
(800) 325-7806
Chattanooga
Private Client Group
605 Chestnut St.
Suite 1010
Chattanooga, Tennessee 37450
Steve Weddle
Phone:
(423) 305-7471
(423) 305-7471
Toll-free:
(888) 691-0973
(888) 691-0973
Cookeville
Private Client Group
1420 Neal Street
Suite 203
Cookeville, Tennessee 38501
Paul Rogers
Phone:
(931) 881-2100
(931) 881-2100
Toll-free:
(844) 877-1330
(844) 877-1330
Johnson City
Private Client Group
1319 Sunset Drive
Suite 201
Johnson City, Tennessee 37604
Gregory Schuette, Sr., CFP®
Phone:
(423) 794-3187
(423) 794-3187
Toll-free:
(855) 244-2995
(855) 244-2995
Memphis
Private Client Group
6075 Poplar Avenue
Suite 625
Memphis, Tennessee 38119
Phillip Rogers
Phone:
(901) 766-0822
(901) 766-0822
Toll-free:
(866) 778-3589
(866) 778-3589
Nashville
Private Client Group
3102 West End Ave.
Suite 700
Nashville, Tennessee 37203
Paul Rogers
Phone:
(615) 277-7000
(615) 277-7000
Toll-free:
(866) 500-4470
(866) 500-4470
Stifel | Investment Services Since 1890

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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.