Stifel Independent Advisors

Valuable tax insights from Chris Howard, CFA, CPA, CFP? in his timely and insightful article, “Taxes And Clients: Advisors Should Focus On Roth IRA Conversions” published in Financial Advisor Magazine this week! ? With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire at the end of this year, financial advisors and tax professionals are navigating an environment filled with uncertainty. ? Chris highlights the importance of staying proactive and informed to help clients make the most of the current tax environment while preparing for future changes. This includes leveraging the TCJA for Roth IRA conversions. ? Chris’s article is a must-read for advisors looking to optimize their tax planning and ensure their clients are well-positioned for whatever the future holds. Read the full article: https://lnkd.in/ew3FnbEw ? #RothIRA #TCJA #ChrisHoward #TaxPlanning #FinancialAdvisors

“It really is getting past that first experience and having a conversation.” ? Great article in Barron's Advisor by Cheryl Winokur Munk on overcoming age bias in wealth management, featuring our very own Allison Rebich in Edinboro, Pa. ? Now 27, Allison shares her story of being asked whether she was old enough to be a financial advisor, by a prospective client. Though taken somewhat by surprise, Allison told Barron’s that she opted for a calm and assuring approach to the question. ? Today, Allison has gained the client’s trust and respect. ? Read more about finding a path as a next-gen advisor. Where there’s a will, there’s a way! ? https://lnkd.in/ebJ7r5rE ? #FinancialAdvisors #NextGenAdvisors #WealthManagement #Leadership #Stifel?

Kudos to Chris Howard, CFA, CPA, CFP? for his insightful article on thriving as a mid-career advisor! ? In “3 Ways to Thrive as a Mid-Career Advisor,” Chris delves into the unique strengths and opportunities that mid-career advisors bring to the table. His article is a must-read for anyone in wealth management, especially those who have transitioned from other industries. ? Chris highlights the importance of moving beyond the “eat-what-you-kill” model, fostering teamwork, and prioritizing professional growth. His emphasis on collaboration, continuous learning, and strategic decision-making resonates deeply in today’s dynamic financial environment. ? Thank you, Chris, for sharing your expertise and providing such valuable guidance. And thank you, ThinkAdvisor, for publishing this important and timely piece! ? Check out Chris’s full article here: https://lnkd.in/eRvtbSKe ? #FinancialAdvisors #WealthManagement #ProfessionalGrowth

Thanks to AdvisorHub for including Chris Howard, CFA, CPA, CFP? of Community Financial Advisors in their roundtable discussion on how financial advisors can help their small business owner clients in developing business continuity plans and the role their firms can play in supporting them!

We are thrilled to recognize Amanda Arcilesi Simmons, CFP? for her outstanding achievements and well-deserved inclusion in the InvestmentNews Hot List of 2024! Amanda’s dedication and passion for wealth management have been evident throughout her impressive 18-year career. From successfully transitioning ARC Wealth Management’s entire book of business to Stifel Independent Advisors, to acquiring a $44 million book of business, Amanda’s leadership and commitment to her clients are inspiring. Her practice has seen remarkable growth, with assets under management increasing from $400 million to $550 million over the past year. Amanda’s holistic approach to wealth planning and her unwavering dedication to client service set her apart in the industry. Congratulations, Amanda, on this incredible recognition! https://lnkd.in/eweHfXTQ #WealthManagement #Leadership #WomenInFinance #ClientSuccess #Empowerment

We’re thrilled to highlight Kenneth Sanchez, Managing Partner at KWM Wealth Advisory, for his thoughtful perspective in the recent @InvestmentNews article on the relevance of the CFA designation in wealth management. Kenneth emphasizes the value of the CFA designation for his team, recognizing it as a mark of dedication and advanced financial knowledge. Yet, he also acknowledges that true excellence comes from the will to be better and to make a meaningful impact in the lives of others. At KWM Wealth Advisory, while designations like CFA, CFP, and advanced degrees are highly valued, it’s the passion, commitment, and drive to excel that truly set candidates apart. Thank you, Ken, for your inspiring words and leadership! For more, check out the article by Gregg Greenberg. https://lnkd.in/eyqu5TFT #CFA #CareerGrowth #WealthManagement #KWMWealthAdvisory

When it comes to passing down a financial advisory practice to family members, communication and transparency are key, as Jim and Kelley Tate of Green Fairways Wealth Management can attest. Thanks to InvestmentNews for sharing their story!?

We're excited to share the latest story from Barron's Advisor, which highlights our E. Todd Rebich's efforts in developing the next generation of talent at his rapidly growing practice! Todd helps prepare his junior advisors for success through a combination of mentoring and a pay structure that incorporates a salary plus a quarterly bonus that is a portion of the firm's profits. “When I started out, it was eat what you kill,” Todd said, referring to the traditional brokerage model of compensating professionals based on the business they bring in. “But when they have that financial pressure, junior advisors may not always do the right thing.” Read the full article here: https://lnkd.in/ekyPeY6T

Honoring Cedric Edwards on Veterans Day! ? We're thrilled to celebrate Cedric Edwards, Financial Advisor at Stifel Independent Advisors, for being featured in ThinkAdvisor's 2024 Advisors Who Serve(d) recognition. Cedric's commitment extends beyond his work in wealth management, as he is also a U.S. Air Force veteran who served from 1985 to 1993, rising from Airman to Staff Sergeant. ? Cedric’s story reminds us of the power of human connection. He embraced the opportunity to learn from diverse cultures and perspectives. These experiences enriched his life and, to this day, inspire his dedication to serving his clients with empathy and respect. ? Join us in recognizing Cedric and all veterans for their service and contributions to our industry. Happy Veterans Day! #VeteransDay #AdvisorsWhoServe #VeteranSupport ?

Congratulations to Scott Metzner – he is in our Thought Leadership Spotlight this month! ? In a recent Barron's article, “Retirement Might Include a Side Hustle. 5 Tips on How to Find a Good One, From Money Pros,” Scott, founding partner of Optimus Financial, part of Stifel Independent Advisors, shares invaluable insights on planning for a fulfilling retirement. ? Scott emphasizes the importance of preplanning for retirement, ideally starting five to 10 years before leaving the workforce. His advice? Avoid the “ripcord” approach and ensure financial stability and personal satisfaction by mapping out your retirement journey early. ? Scott’s expertise helps retirees navigate the complexities of returning to work, whether it’s part-time, seasonal, or full-time. His thoughtful approach ensures that retirees find meaningful and enjoyable side hustles that not only supplement income but also keep them mentally engaged and socially connected. ? Read more about Scott’s insights and other expert tips in the full article by Cheryl Winokur Munk on Barron’s: https://lnkd.in/eGdP569H ? #RetirementPlanning #ThoughtLeadership #SideHustle #FinancialAdvice #ScottMetzner #OptimusFinancial