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Our Investment Philosophy

Our investment philosophy revolves around identifying companies with a history of dependable earnings, low debt, and dividend payments every year, as well as adhering to the risk tolerance of each of our clients. We believe in the importance of trust and communication with our clients – we want to know their needs, financial goals, and timeframe. Through periodic review discussions with you, we are able to stay nimble as your needs evolve with time.
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Skinner Wealth Management Group

Sonny Skinner

Sonny Skinner, CRPC

Senior Vice President/Investments; Branch Manager

Luke Skinner

Luke Skinner

Financial Advisor

Cathy Carr

Cathy Carr

Registered Operations Coordinator

Jonnie Skinner

Jonnie Skinner

Client Service Associate

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Stifel Wealth Tracker

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We look forward to hearing from you and discussing your financial goals.

Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2024.