Lynn Heatwole, Senior Vice President/Investments, Branch Manager - Stifel

Lynn Heatwole, Senior Vice President/Investments, Branch Manager - Stifel At an early age, my Dad instilled in me the importance of saving and the value of smart investing. Stifel Financial Corp. Statements and messages are for U.S.

Through the family business, he taught all his kids that hard work and perseverance pays off. These experiences inspire me today to think strategically with my clients in helping them manage their assets for optimum performance and potential growth. Whether you are planning for retirement, funding a loved one’s college education, or investing to pursue a lifelong dream – we will work together to d

evelop a plan of action that will help you work toward your goals. With more than 30 years of industry experience, I have developed a conservative approach to investing. My extensive knowledge and experience in both tax-advantaged and taxable bonds help provide ideas for income needs for those in retirement, those getting close to retirement, or for clients that are more risk averse. Over the years, my greatest reward as a Financial Advisor has been the relationships I’ve developed with my clients. Here at Stifel, we embrace an investing philosophy that is grounded on traditions of trust, understanding, and solid, studied advice. I believe that my Dad would be proud that I am part of the Stifel team. 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. 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. residents only and are subject to the following terms: www.stifel.com/disclosures.

11/11/2025

On Veterans Day, we pause to honor the men and women who have served our country with courage and commitment. Thank you for your service.

11/09/2025

Thanks Stifel for your generous donation to the GTT!

10/31/2025

In a new op-ed in Barron's, our CEO and SIFMA’s 2026 Board Chair, Ron Kruszewski, reflects on a recent SIFMA study conducted independently by KPMG US, revealing significant generational divides in investor behavior. For Gen Z, excitement and transparency are increasingly taking precedence over long-term returns -- a warning sign for the industry.

Ron cautions that the line between investing and gambling is blurring and urges the industry to respond with education, clarity, and platforms that build trust, not just access.

Read the full piece: https://bit.ly/3KZEX0N

02/28/2023

Please allow us to reintroduce ourselves – it’s just “Stifel.” In fact, it’s only been “Stifel” since 2013.

See below for the 130-plus-year evolution of our name.

11/12/2022

Despite a 21% fall in profits, the Saint Louis-based brokerage pulled in new advisors in both employee and independent channels as its wealth revenue continues to climb.

06/24/2022

“Don’t put all your eggs in one basket.” This advice is useful in many facets of life, particularly in building a portfolio. Diversification is one of the most important contributors to long-term investment success.

This chart illustrates that the best-performing asset class typically changes from year to year: https://stifel.info/39Hm7sW

01/26/2022

Today, Stifel reported record fourth quarter and full year results. Chairman and CEO Ron Kruszewski notes “the growth of our product offering has made us increasingly relevant to both wealth management and institutional clients” and says “the outlook for Stifel remains as strong as I’ve seen in my 25-year tenure as CEO.” bit.ly/SFQ42021

01/22/2022
01/06/2022
12/21/2021

CEO Ronald Kruszewski: The key is investing in downturns and the firm's Midwestern values.

12/18/2021
09/21/2021

If your new or current employer’s 401(k) plan doesn’t meet your expectations, there are other options for your retirement savings.

Address

4449 Easton Way, Suite 120
Columbus, OH
43219

Telephone

+16142322100

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