Leavell Cooper Advisory Team - Stifel

08/18/2026

Custodial accounts at Stifel Trust offer a convenient, cost-effective solution for clients with various record-keeping and payment-related needs.

Learn more Stifel Trust's Custodial Services here: https://livesocial.seismic.com/a4O1Td

08/12/2026

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can help support your lifestyle and legacy.

Complete our Retirement Income Workbook here: https://livesocial.seismic.com/atR5kD

08/04/2026

Should you contribute to a Traditional IRA or a Roth IRA?

Traditional and Roth IRAs both provide significant potential tax benefits. Contribution to one or the other depends on several factors that could potentially impact your personal financial situation, including the current tax framework.

Click here to view a Roth vs Traditional IRA savings scenario:
https://livesocial.seismic.com/aZ46iu

07/30/2026

This month, Stifel's Chief Investment Officer, Michael O'Keeffe shares a mid-summer update across five fronts: the path forward after the U.S.-Iran peace agreement, an economy resilient despite risks, a "higher for longer" rate backdrop, equity valuations and earnings in focus, and the long-term themes – led by artificial intelligence – defining the future.

Read the full report here: https://stifel.info/ISB072026

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07/28/2026

Stifel's Chairman and CEO, Ron Kruszewski, joined ‘The Exchange' to discuss his thoughts on AI, the latest jobs data and much more.

Watch the full report here: https://livesocial.seismic.com/akbPGJ

07/22/2026

Proud to be backed by a firm ranked #1 in Employee Advisor Satisfaction for four consecutive years! This recognition reflects the strength of the platform, resources, and support available to us, helping us deliver thoughtful guidance and comprehensive financial solutions to our clients.

07/15/2026

Reduce paper clutter and help make managing your finances easier. Switch to electronic delivery for statements, tax forms, and more, all in one secure place with Wealth Tracker. Ready to make the change?

Update Your Delivery Preferences Today! https://livesocial.seismic.com/azWWG7

07/14/2026

Some advisory teams are built around complementary strengths. Others are built around years of shared history. For two mother-daughter teams at Stifel, both are true.

To learn more about their story, click here: https://livesocial.seismic.com/ap4zMO

07/09/2026

We wanted to share a recent article featuring our mother-daughter advisory team, our journey building a family business dedicated to helping clients, and their families work toward their financial goals. We're honored to have been included and grateful for the trust you place in us every day.

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07/09/2026

After an unsettled start to the year, the second quarter saw markets roar back – even as a new Federal Reserve chair, firmer inflation, and a fragile Middle East de-escalation reshaped the path for growth, rates, and returns. In this edition of Quarterly Market Perspectives, we examine how these forces are shaping our second-half outlook and what they could mean for investor positioning.

Read the full piece here: https://livesocial.seismic.com/a4EsW2