Tawnee Hosick-Evers is proud to be named to
Forbes' Best-In-State Wealth Advisors: 2024 | 2025 | 2026
andForbes' America's Top Women Wealth Advisors Best-in-State: 2024 | 2025 | 2026
Forbes’ Best-in-State Wealth Advisors and Best-in-State Women Wealth Advisors rankings are each based on the 12-month period ending June 30 and September 30, respectively, of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.
Relationship-Based Asset Management
Our Mission
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Are You in Your Confidence Zone?Everyone wants to feel confident in where they are in life, and in where they are going. Everyone achieves confidence in their own way. Retirement is no different.
Article
NextGen Investor HandbookIntroducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!
Article
Market VolatilityInvesting for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Article
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Make Tax and Estate Planning a PriorityNow that we are off and running in 2025, it is important to not lose sight of our New Year’s resolutions. For many, those resolutions focus on physical fitness, but financial fitness can be just as vital.
Article
Stifel Wealth Strategist Report®Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.
Brochure
Retirement Plans QuarterlyThe Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
Newsletter
Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
Newsletter
The Basic Documents for Estate PlanningLearn about some of the basic documents used for estate planning.
Article
Asset Allocation and Periodic RebalancingA one-two punch to help minimize volatility.
Article
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
$500Billion in Client Assets Under Management
Stifel is responsible for more than $500 Billion in client assets.
As of December 31, 2024.
$31Billion in Banking Assets
Stifel Bank has $31 billion in banking assets.
As of December 31, 2024.
$6.6Billion in Trust Assets Under Advisement
Stifel Trust has $6.6 billion in trust assets under advisement.
As of December 31, 2024.