Eric Allen, Senior Vice President / Investments - Stifel

Eric Allen, Senior Vice President / Investments - Stifel After hours by appointment only. Our commitment to placing clients’ best interests first drives everything we do. Stifel Financial Corp.

Stifel’s dedication to offering personalized financial guidance at a reasonable cost has made our company one of the largest investment firm in America. Whether your portfolio is best managed on a fee basis, a transaction basis, or a combination of both, my team will run the numbers and discuss which options work best for you. Why accept one-size-fits-all financial guidance when you can work with

an experienced professional offering comprehensive, strategies designed specifically for you? CA Insurance Lic. #4513067

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 & 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.

Financial scams can affect everyone, but they disproportionally affect the older populations.This  , we encourage you to...
06/09/2026

Financial scams can affect everyone, but they disproportionally affect the older populations.

This , we encourage you to educate yourself and loved ones on common scams and how you can be prepared. For more information and resources visit: https://livesocial.seismic.com/apho0l

06/08/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which provides a summary of the key developments impacting the economy and financial markets.

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy ...
06/05/2026

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of a building a multi-generational estate plan: https://livesocial.seismic.com/aye94-

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Me...
06/04/2026

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. But lately, the rally has started moving down the semiconductor food chain.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aaZJRz

Charitable giving is often an important component of financial, tax, and estate planning strategies. Creating a strategi...
06/04/2026

Charitable giving is often an important component of financial, tax, and estate planning strategies. Creating a strategic charitable giving plan can help potentially maximize your tax benefits and reduce your record-keeping burden.

Review the Blueprint for Giving here: https://livesocial.seismic.com/a1XXCb?livesocial=20260520

Which one would you choose?Get to know the key differences between these two retirement savings plans and make the best ...
06/02/2026

Which one would you choose?

Get to know the key differences between these two retirement savings plans and make the best decision for your future: https://livesocial.seismic.com/aq3ALX

From an investor's perspective, one valuable benefit of municipal bonds is their preferential tax treatment.Click here f...
06/01/2026

From an investor's perspective, one valuable benefit of municipal bonds is their preferential tax treatment.

Click here for a full summary of the tax benefits associated with municipal bonds: https://livesocial.seismic.com/aZqRzP

Address

201 West North River Drive, Suite 200
Spokane, WA
99201

Alerts

Be the first to know and let us send you an email when Eric Allen, Senior 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 Eric Allen, Senior Vice President / Investments - Stifel:

Share