Shawn Pendleton, Senior Vice President/Investments - Stifel

Shawn Pendleton, Senior Vice President/Investments - Stifel First 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. As part of the Dickman Pendleton Wealth Management Group, 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.

06/08/2026

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.

06/01/2026

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.

Split Transactions let you split a single transaction into multiple parts, so you can categorize your spending more accu...
05/11/2026

Split Transactions let you split a single transaction into multiple parts, so you can categorize your spending more accurately within Stifel Wealth Tracker.

Learn more about Split Transactions here: https://livesocial.seismic.com/aRQLZC

05/11/2026

A great credit score doesn't happen overnight, but we'll show you how to get there. This video covers smart habits like automating payments, managing credit cards, and mixing up your credit types. Watch now and start boosting your score!

05/11/2026

Money might not be the first thing you think about when it comes to marriage, but it plays a huge role in building a strong relationship. This video breaks down how finances shift when two people join their lives—from shared goals to joint accounts and budgeting as a team. You'll learn why money conversations matter and how they can strengthen your future partnership. Hit play and start thinking ahead!

Our Wealth Planning Department offers many services that can help effectively develop each client's personalized strateg...
05/11/2026

Our Wealth Planning Department offers many services that can help effectively develop each client's personalized strategy.

Learn more here: https://livesocial.seismic.com/aZjSAp

05/11/2026

Think budgeting is complicated? Think again. This video shows you how to create a simple plan that covers your needs, wants, and savings—without the stress. Watch now and start building your roadmap!

Elderly individuals are often targeted by online scammers seeking to exploit their trust and unfamiliarity with technolo...
05/08/2026

Elderly individuals are often targeted by online scammers seeking to exploit their trust and unfamiliarity with technology. Here are five actionable tips to help shield them from online scams: https://livesocial.seismic.com/any08w

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