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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

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Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

Stifel Access Log In
San Francisco, California
Stifel has maintained offices in California since 2007 and expanded into the municipal finance arena with its acquisition of Stone & Youngberg, LLC in 2011.
Public Finance Team

Sara Oberlies Brown, Managing Director | (415) 364-6872
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Eileen Gallagher, Managing Director | (415) 364-6829
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Guillermo Garcia, Managing Director | (415) 364-5962
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Erica Gonzalez, Managing Director | (415) 364-6841
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Bruce Kerns, Managing Director | (415) 364-6839
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Eric McKean, CFA, Director of Public Finance | (415) 364-6854
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Roberto Ruiz, Director | (415) 364-6856
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Nick Waugh, Director | (415) 364-2511
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One Montgomery Street, 35th Floor
San Francisco, CA 94104
(415) 445-2300