Our Team

 

Tawnee Hosick, AIF®,  Branch Manager

Tawnee Hosick, AIF®
Vice President/Investments
Branch Manager

California Insurance License #0F21146

hosickt@stifel.com | (805) 783-2921

Tawnee began her investment career at Smith Barney in 1998 where she worked for 10 years before making the move to UBS. When UBS made the decision to exit smaller markets in 2010, she opened the first Stifel office on the Central Coast where she has been Branch Manager ever since.

With more than 20 years in the industry, Tawnee is a seasoned professional who can assist you in making important financial decisions.  Having attained and maintained the Accredited Investment Fiduciary® (AIF®) designation, she has received training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning.  She also holds Series 7, 9 & 10, 63, and 65 securities and life, health, and variable (including annuities) insurance licenses.  Outside the office, Tawnee enjoys spending time with her two children, Madalyn and Patrick Jr.

Tawnee is a past board member of the Assistance League of San Luis Obispo.  She is also a certified Court Appointed Special Advocate for at risk youth in San Luis Obispo and an annual student coach for Cal Poly's Marketing Department's “pitch” competition.