About Me
Education
- Bachelor of Science in Finance, Pennsylvania State University
Licenses
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Series 7, General Securities Representative
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Series 63, Uniform Securities State Agent
Experience
I began my investment industry career in 1990 and joined Stifel in 2019. Prior to joining Stifel, I served as a financial advisor with Merrill Lynch, Morgan Stanley, Citigroup Global Markets, and Ameriprise Financial Services.
Philosophy
I believe in creating value through a deep commitment to client service and a highly personalized consultative process. I work closely with my clients to create comprehensive wealth management plans, and I provide knowledgeable guidance through the ups and downs of the markets. My focus is on my clients and what they deem important. I leverage my 30-plus years of time-tested experience to develop tax-smart investment strategies tailored to clients’ specific needs and goals.Stifel does not provide tax advice. You should consult with your tax advisor regarding your particular situation.
About Me
Licenses
-
Series 7, General Securities Representative
-
Series 63, Uniform Securities State Agent
-
Series 65, Investment Advisor Representative
Experience
Cari has nearly 30 years of financial services experience in various aspects of the industry, joining Stifel through the acquisition of Ryan, Beck & Co in 2007.
Responsibilities
Cari focuses on assisting clients with their administrative needs while delivering a high level of service. She also coordinates client meetings, reviews, and client communications.