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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.

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Religion Finance Practice

Bill Dodson, Managing Director | (213) 443-5026
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David Schlosser, Managing Director | (262) 955-6925
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Amy Westley, Assistant Vice President | (262) 955-6911
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Timothy Willows, Associate | (512) 813-7221
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