Leavell Cooper Advisory Team - Stifel

Leavell Cooper Advisory Team - Stifel Leavell Cooper Advisory Team is passionate about serving their clients through every stage of life. Stifel Financial Corp. Statements and messages are for U.S.

Sherry Leavell - Vice President/Investments
Amy Cooper - Associate Vice President/Investments

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 & N

YSE. 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.

Married partners in the sandwich generation can face a never-ending to do list, but there's one item that shouldn't go u...
05/12/2026

Married partners in the sandwich generation can face a never-ending to do list, but there's one item that shouldn't go unchecked. Consider these estate planning tips for your parents and yourself.

Consider creating joint accounts for most financial assets and property for easier access; while ensuring each partner builds credit in their own name so no one becomes invisible to credit bureaus, if the other passes.

Read more in our Guide to Estate Planning:https://www.stifel.com/newsletters/adgraphics/pdf/wp/Accumulating-Preserving-and-Passing-Wealth.pdf

Wishing a Happy Mother's Day to all the moms — may you feel appreciated and well celebrated. This Mother's Day, we're ce...
05/08/2026

Wishing a Happy Mother's Day to all the moms — may you feel appreciated and well celebrated.

This Mother's Day, we're celebrating and reflecting on the strength, love, and guidance of the women who have shaped us, with gratitude for the many ways they uplift and inspire.

A Required Minimum Distribution (RMD) is a specific dollar amount that must be withdrawn from an IRA or Qualified Plan i...
05/06/2026

A Required Minimum Distribution (RMD) is a specific dollar amount that must be withdrawn from an IRA or Qualified Plan in a given year. The RMD is typically calculated by taking the prior year-end account balance divided by a life expectancy factor.

View the RMD Factor Tables here: https://livesocial.seismic.com/a667MG

04/29/2026
In this month's Investment Strategy Brief, Stifel's Chief Investment Officer, Michael O'Keeffe, discusses environmental ...
04/20/2026

In this month's Investment Strategy Brief, Stifel's Chief Investment Officer, Michael O'Keeffe, discusses environmental headwinds and tailwinds in 2026, especially around the Middle East conflict and artificial intelligence.

https://stifel.info/ISB042026

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The first quarter closed with markets navigating a mix of crosscurrents – technological disruption, shifting policy, and...
04/08/2026

The first quarter closed with markets navigating a mix of crosscurrents – technological disruption, shifting policy, and geopolitical shock – each pulling on growth, inflation, and investor sentiment in different ways. In this edition of Quarterly Market Perspectives from our CIO Office, they analyze how these dynamics are influencing our outlook and what it means for investor positioning.

View more here: https://livesocial.seismic.com/aYYW0-

The cycle of markets is inevitable, however, bull markets have historically lasted longer than bear markets and recessio...
04/08/2026

The cycle of markets is inevitable, however, bull markets have historically lasted longer than bear markets and recessions. Read more here: https://livesocial.seismic.com/aE4DnW

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