Scott M. Klein, Vice President/Investments - Stifel

Scott M. Klein, Vice President/Investments - Stifel I develop an understanding of my clients’ financial goals and objectives. I then provide them with a roadmap to help them pursue those goals.

I take great pride in coaching young people to be good sports, to enhance their skills, and to have fun. I've been the head coach of a boys age 13-14 soccer team for over 5 years, I'm an assistant coach on a 5th/6th grade boys basketball team, I manage a 5th/6th grade boys intramural baseball team, I'm an assistant coach of a 6th/7th grade boys travel baseball team, and I occasionally assist on a

boys 13+ baseball travel team. It is indeed very gratifying to work with so many young people to help them be good citizens. 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.

Happy Labor Day!
09/03/2021

Happy Labor Day!

The market and Stifel will be closed on Monday, September 6 in light of the holiday.

Did you Eat The Frog today?Check out the video below and leave a comment!
01/22/2021

Did you Eat The Frog today?

Check out the video below and leave a comment!

Try this tip to achieve your daily goals!What 'frog' will you eat today? more inspiration and support, click here: Prove...

Have you thought about New Year's Resolutions?Here's some information on how to turn resolutions into commitments!
12/18/2020

Have you thought about New Year's Resolutions?

Here's some information on how to turn resolutions into commitments!

It's right around the corner! January 1st and a New Year! Are you ready? Check out this video below on how you can start the New Year with great success!What...

Hello, Friends!New Week!New Monday!New Possibilities!Declare the #1 goal you want to achieve this week!A member of our ...
09/21/2020

Hello, Friends!

New Week!

New Monday!

New Possibilities!

Declare the #1 goal you want to achieve this week!

A member of our community may be able to help you!

Hello, Friends!Here's an example of how I work with business clients on their 401(k) Plans.Please consider me to be a re...
09/17/2020

Hello, Friends!

Here's an example of how I work with business clients on their 401(k) Plans.

Please consider me to be a resource for family, friends and colleagues.

My door is always open for a conversation.

Thank you!

The advisor for The Superior Products Company 401(k) hadn’t reviewed either the plan’s mutual funds, the funds’ expense ratios, or the participant communication plan in a considerable amount of time.

Interesting distinctions between productivity and efficiency!
08/25/2020

Interesting distinctions between productivity and efficiency!

If you're struggling to get everything done at work, John Rampton, the cofounder of online productivity tool Calendar, suggests equally prioritizing productivity and efficiency. Balancing the two requires you to work smarter, not harder, Rampton says, so schedule time each day for your MITs - or mos...

06/28/2020

The State of Professional Sports in the COVID-19 Era

Here's an app to help organize your finances.
06/02/2020

Here's an app to help organize your finances.

You've sorted through your closets and pantry by now - why not organize your finances? Download Stifel Wealth Tracker today: www.stifel.com/tracker

Good Wishes!!Memorial Day is a time for Americans to reflect on our history and honor those who have given the ultimate ...
05/21/2020

Good Wishes!!
Memorial Day is a time for Americans to reflect on our history and honor those who have given the ultimate sacrifice for our nation. - In honor of Memorial Day, we thank all of those …

Happy Mother's Day!!!
05/08/2020

Happy Mother's Day!!!

Happy Mother's Day, Supermom!

I thought this could be of interest.
04/20/2020

I thought this could be of interest.

COVID Tax Tip 2020-42, April 16, 2020 Taxpayers should be on the lookout for IRS impersonation calls, texts and email phishing attempts about the coronavirus or COVID-19 Economic Impact Payments. These scams can lead to tax-related fraud and identity theft. The IRS will not call, email or text you t...

Address

400 Broadhollow Road, Suite 401
Melville, NY
11747

Telephone

+16314921106

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