Wes Strandberg, CFP, AAMS, Associate Vice President/Investments - Stifel

Wes Strandberg, CFP, AAMS, Associate Vice President/Investments - Stifel Active in the community, I serve as a board member for Meals on Wheels and a vestry and finance committee member of St. Andrew’s Episcopal Church.

I earned a Bachelor of Arts from the University of North Carolina at Chapel Hill and attained the Accredited Asset Management Specialist® designation from The College for Financial Planning and the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. I am a proud native of Rocky Mount. My family has been in the community for more than 100 years, and I

am honored to serve a diverse group of clients in my hometown and across the country. My family is the reason I work hard every day. My wife, Keller, and I have two sons. In our free time, we like to cheer on the Tar Heels, play golf, fish, and spend time at the beach.

This month, Stifel's Chief Investment Officer, Michael O'Keeffe shares a mid-summer update across five fronts: the path ...
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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This month, our CIO Office explores how a U.S.-Iran agreement may shape our second half outlook, including a discussion ...
06/22/2026

This month, our CIO Office explores how a U.S.-Iran agreement may shape our second half outlook, including a discussion about GDP growth, inflation, Federal Reserve policy, yields, equities, and why market performance may broaden.

Read more here: https://stifel.info/ISB042026

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Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/14/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

If you have company-provided health insurance or health insurance through your spouse's employer, you may not need Medic...
04/24/2026

If you have company-provided health insurance or health insurance through your spouse's employer, you may not need Medicare Part B until your employer-provided health insurance ceases.

Learn more here: https://livesocial.seismic.com/a0TGvs

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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Day-to-day attention on the U.S./Israel war with Iran naturally focuses on tactical issues, including oil prices and eco...
03/18/2026

Day-to-day attention on the U.S./Israel war with Iran naturally focuses on tactical issues, including oil prices and economic/market implications. In this month's Investment Strategy Brief from our CIO Office, we unpack these tactical considerations and also offer four possible scenarios for an end to this war.

https://stifel.info/ISB031826

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03/06/2026

From Stifel's webinar on the escalation between the U.S./Israel and Iran, Michael O'Keeffe talks through the history of markets following geopolitical shocks. Over the last 75 years, positive returns are quite common, a reminder to stay invested long-term.

View the full webinar recap here: https://livesocial.seismic.com/YlSUy

This year's outlook is framed by a big question investors are being forced to answer in real time: How quickly will arti...
01/08/2026

This year's outlook is framed by a big question investors are being forced to answer in real time: How quickly will artificial intelligence become a measurable driver of productivity gains and earnings growth?

Read about this and more in Outlook 2026: Rewiring Growth from Stifel's CIO Office: https://livesocial.seismic.com/aQcaYh

Address

2933 Sunset Avenue, Suite A
Rocky Mount, NC
27804

Telephone

+12524432724

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