Solutions for Business Owners and Executives

Stifel’s full suite of corporate and individual wealth management solutions

Serving Business Leaders

A broad array of professional services to solve investing, planning, and banking needs.

Stifel’s capabilities extend beyond what your company needs to grow – we are here to help you truly thrive.

Our dedicated professionals take a thoughtful and creative approach to addressing the personal financial needs of business owners, investors, key leaders, and associates.

Look to Stifel to help you and your team with investing, planning, banking, and lending. We take a holistic approach to your goals and needs by building a customized solution and delivering the professional resources to advise, plan, and implement the strategies most important to you.

Let us help you:

Manage the growth of your business
Reward key players
Implement tax strategies
Plan for assets resulting from a transaction
Prepare for management and ownership transition
Leave your legacy
Care for your family

Learn more about Stifel’s services for privately-held businesses.

Learn More

Services and Capabilities

Financial Planning, Tax Strategies, Legacy Building

The first step is developing a plan, so you’ll be prepared when a major transaction or triggering event happens. Stifel knows how to help you look downfield and plan accordingly. We are ready to help with planning and corporate executive services designed to help you build wealth and mitigate taxes.

Once your plan is in place, how would you like to make a lasting impact? Build your personal foundation with Stifel’s Donor Advised Fund. Care for your grandchildren through Stifel Trust. Transition business interests to family with Stifel’s Delaware Trust program. Talk with your Stifel Financial Advisor to enact your legacy plan.

Concentrated Stock Solutions

Banking and Lending

Stifel Bank’s experienced Corporate Lending, Venture Banking, Sponsor Finance, and Fund Banking teams provide tailored banking and financing solutions for entrepreneurs, sponsors, partnerships, and middle-market companies.

Stifel Bank offers treasury management solutions along with a talented team to help you with all of your treasury needs. With our desktop and mobile app, you will have secure access to our fully digital platform anywhere, any time. Stifel’s sophisticated banking solutions will drive efficiencies for your CFO and accounting team.

Equity and Retirement Plan Services

You didn’t build success solely on your own. A properly designed corporate retirement plan can help you recognize and retain the individuals who contributed foundational ideas, logged late nights, pounded the pavement, and balanced the books to help build your business.

Stifel offers plans and programs to help you reward your top financial and intellectual contributors. And we can structure retirement plans to support all of your associates, layering in discretionary long-term incentives.

Wealth Management

Your goals, our guidance. Your plan comes together with the guidance of a Stifel Financial Advisor. We will get to know you and your goals and pair you with a Stifel Financial Advisor who understands your vision and will work with you to develop short- and long-term strategies for your personal and business needs. With nearly 400 offices across the country, your Financial Advisor will be both convenient and capable.

Leadership Team

Lauren Harrington

Co-Head of Client Coverage

Philadelphia

Brad Ellis

Managing Director, Venture Banking & Lending

New York

Jake Moseley

Managing Director, Venture Banking

San Francisco

Nathaniel Stone

Managing Director, Venture Banking & Lending

New York

Matt Trotter

Managing Director, Venture Banking

San Francisco

Ted Wilson

Managing Director, Venture Banking

San Francisco

Jim D’Elisa

Managing Director, Treasury Management

New York

Disclosures

Stifel’s banking and lending services are provided by Stifel Bank, Member FDIC, and Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103 (collectively, “Stifel Banks”). Trust and fiduciary services are provided by Stifel Trust Company, N.A., Member FDIC, and Stifel Trust Company Delaware, N.A., Member FDIC (collectively, “Stifel Trust Companies”). Stifel Banks and Stifel Trust Companies are affiliated with Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to “Stifel” may mean Stifel, Nicolaus & Company, Incorporated or its affiliates.

Non-deposit products purchased from or held by Stifel, Stifel Banks, and/or Stifel Trust Companies are not insured by the FDIC, are not deposits, and may lose value. None of Stifel, Stifel Banks, or Stifel Trust Companies provide legal or tax advice.