Shawn Pendleton, Senior Vice President/Investments - Stifel

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Shawn Pendleton, Senior Vice President/Investments - Stifel

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Senior Vice President/Investments, Dickman Pendleton Wealth Management Group - Stifel

At Stifel, we believe in doing business face-to-face.

As a Stifel financial advisor, I can help you assess your current financial situation and tailor a plan to help you pursue your financial goals. Together, we can identify an appropriate asset allocation strategy and choose investments that are consistent with your objectives and your risk tolerance. My mission is to engage our professional investment team to provide guidance to our clients on ways to pursue their financial goals. I strive to accomplish this goal by employing a service-oriented strategy focusing on planning clients' needs within the framework of a well-defined investment plan, periodic review of the investment plan's performance, and our clients' personal objectives. If you like personally knowing the individual guiding your investments, please call, stop by my office, or e-mail [email protected]. To find out how Stifel can serve your individual investment needs, check out www.jamesdickman.com. After Hours By Appointment Only
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

11/03/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which provides a summary of the key developments impacting the economy and financial markets.

10/31/2026

Wishing you and your loved ones a happy and safe Halloween!

10/30/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently examined why the midterm elections may do little to change the broader direction in Washington. In this week's , he focuses on where the election could matter more, exploring potential impacts on trade, healthcare, financial services, defense, domestic manufacturing, and clean energy, and what those policy shifts could mean for investors.

https://stifel.info/SL103026

10/29/2026

Incorporating AI into wealth and asset management can enhance governance while addressing key concerns like data residency and vendor risk. A recent case study illustrates how a no-code approach allowed organizations to streamline model updates and strengthen controls. This method empowers domain specialists to adapt to evolving regulations, providing a repeatable foundation for effective AI deployment.

Embracing this balance of innovation and compliance could pave the way for improved personalization and accountability in financial services. Understanding these dynamics is essential for those looking to navigate the complexities of AI in this sector.

Ernst & Young

10/28/2026

Marketing can be a double-edged sword for entrepreneurs. Understanding common pitfalls is essential for sustainable growth. An upcoming webinar featuring seasoned marketer and business coach Darcy Juarez on February 26th at 2 PM ET will explore the most frequent marketing mistakes many face.

This session provides practical tips on creating efficient marketing systems that align with budgets while maximizing audience impact. The insights offered can support businesses at any stage, offering clarity in a complex landscape.

Entrepreneur.com

10/27/2026

Recent insights reveal a more complex reality behind owning a laundromat than the social media hype suggests. While videos touting easy passive income attract interest, new owners share experiences of costly repairs, long hours, and unexpected challenges, such as managing local crime.

Investing in a laundromat can require around $300,000, with a typical profit margin of 24%. It's essential for prospective owners to understand that success requires diligence and more than occasional visits. Overall, a balanced view of opportunities and risks informs a more successful venture.

Entrepreneur.com

10/23/2026

Leadership in today's complex world increasingly requires skills long exemplified by Black women: relationship building, empathy, and the ability to adapt. Effective leaders create environments where diverse voices are not only welcomed but essential to decision-making. By valuing collaboration and redefining success, organizations can foster innovation and resilience. Embracing these practices offers important insights into how workspaces can transform for the better. Understanding these leadership dynamics is vital as workplaces evolve to meet contemporary challenges.

Entrepreneur.com

10/23/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through competition and innovation, as well as the opportunities and risks created by its rapid adoption. In this week's , our CIO Office shifts focus to the capital that is financing AI's growth. Stifel's Chief Investment Officer, Michael O'Keeffe, examines how companies are funding data center and computing infrastructure, who is providing that capital, and why understanding financing structures is just as important as understanding AI's long-term potential when evaluating investment opportunities.

Read the full report here: https://livesocial.seismic.com/aTu47T

10/22/2026

Amazon's recent announcement to hire 300,000 seasonal, part-time, and full-time workers this holiday season reflects a strong commitment to workforce growth. This marks a 20% increase from last year, driving optimism in the retail sector as holiday sales are projected to exceed $1 trillion for the first time.

The company is also raising the minimum starting wage to $20 per hour for full-time roles, with seasonal workers earning around the same. Starting in 2027, seasonal staff working at least 30 hours per week will benefit from full-time healthcare coverage.

This shift underscores the importance of workforce investment during peak retail periods, although it also highlights the competitive landscape of hiring as businesses navigate changing consumer demands and economic conditions. Understanding these trends can provide valuable insight into the broader job market and economic environment.

CBS News

Address

1759 Worth Park
Charlottesville, VA
22911

Telephone

+14349748300

Website

http://www.jamesdickman.com/

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