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Evan Hennessy, Senior Vice President/Investments

Choose which income strategies are right for you!

  • Tax-exempt income through Stifel, the nation's #1 municipal bond underwriter.1
  • Blue-chip rising dividend strategies that may help increase your income.2
  • Income strategies, through annuities, designed to help you maintain a comfortable lifestyle.3     
  • Guidance with your 401(k) plan allocation, retirement income planning, and traditional and Roth IRAs.

1  Source: SDC, 2022, ranked by number of issues, negotiated transactions only. Income from municipal bonds may be subject to state and alternative minimum taxes, and capital gains tax may apply if bonds are sold prior to maturity. When investing in bonds, it is important to note that as interest rates rise, bond prices will fall.

2  There is no guarantee that companies will raise their dividend. Changes in market conditions or a company’s financial condition may impact a company's ability to continue to pay dividends, and companies may also choose to discontinue dividend payments.

3  Annuities are not insured by the FDIC or any other government agency. Withdrawals prior to the end of the guaranteed period are subject to a surrender charge and market value adjustment. Guarantees are based on the claims-paying ability of the insurance company.

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By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

Learn More About Stifel

1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2022.