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.

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

youtube.com

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

youtube.com

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

Losing a spouse is life-changing. Understanding your Social Security survivor benefits can potentially help ease the fin...
11/05/2025

Losing a spouse is life-changing. Understanding your Social Security survivor benefits can potentially help ease the financial burden. Learn how to make informed decisions and claim what you're entitled to.

Click here:https://www.stifel.com/newsletters/adgraphics/pdf/wp/SS-Spousal-Benefits-Surviving-Spouses.pdf

Curious how donor-advised funds compare to traditional private foundations? Check out this helpful resource that breaks ...
10/16/2025

Curious how donor-advised funds compare to traditional private foundations? Check out this helpful resource that breaks down the differences:
https://livesocial.seismic.com/aBg_Nm

Establishing a sound financial plan can provide you an opportunity to make the most of your assets and prepare yourself ...
08/28/2025

Establishing a sound financial plan can provide you an opportunity to make the most of your assets and prepare yourself for the future. A financial plan involves a thorough evaluation of your short- and long-term goals and consists of several key components. At Stifel, we're here to guide you through every step of the planning process.

Address

2933 Sunset Avenue, Suite A
Rocky Mount, NC
27804

Telephone

+12524432724

Website

Alerts

Be the first to know and let us send you an email when Wes Strandberg, CFP, AAMS, Associate Vice President/Investments - Stifel posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wes Strandberg, CFP, AAMS, Associate Vice President/Investments - Stifel:

Shortcuts

Share

Category