Vintage Wealth Management Group - Stifel

Vintage Wealth Management Group - Stifel Our group provides highly customized investment guidance and prioritizes customer service. Larry D. Stifel Financial Corp. Statements and messages are for U.S.

Watts - Senior Vice President/Investments, Branch Manager
Christy Frank - Financial Advisor
Jacob George - Registered Client Service Associate

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. is the parent company of Stifel, Ni

colaus & 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. residents only and are subject to the following terms: www.stifel.com/disclosures.

The year you turn 50, it is time to "catch up" on those contributions you wish you would have made when you were 21!Don'...
06/09/2026

The year you turn 50, it is time to "catch up" on those contributions you wish you would have made when you were 21!
Don't miss the key retirement milestones by age, click the link to see what you need to know at every stage:
https://livesocial.seismic.com/au8sQx

Stocks reached record highs as investors balanced firm but better-than-expected inflation, moderating growth, and contin...
06/01/2026

Stocks reached record highs as investors balanced firm but better-than-expected inflation, moderating growth, and continued strength in artificial intelligence-related semiconductor shares.

Read more here: https://livesocial.seismic.com/aoeukH

Congratulations to the class of 2026!Now that you are stepping into the ‘adult world', explore our Financial Literacy Vi...
05/28/2026

Congratulations to the class of 2026!

Now that you are stepping into the ‘adult world', explore our Financial Literacy Video Series to help build confidence and take control of your financial future:
https://vimeo.com/showcase/stifel-financial-literacy

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. ...
05/26/2026

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. As a Financial Advisor, I can help you reduce uncertainty by building a clear, personalized plan tailored to your goals.

As noted in the Northwestern Mutual's 2026 Planning & Progress Study, 71% of Americans with a financial advisor said they felt financially secure, while only 38% without an advisor agreed. You're welcome to reach out to me to discuss your goals, let Mental Health Month serve as a reminder to review your financial well being.

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets w...
05/25/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

05/21/2026

Renting or owning - there's no one-size-fits-all answer. This video breaks down the real costs, tradeoffs, and myths around housing so you can choose what actually fits your life and money goals.

05/19/2026

It is high school graduation time!
What is next...maybe thinking about student loans for college? This video breaks down what they really are, how they work, and what paying them back actually looks like - no confusing jargon. Watch before you borrow so future you doesn't regret it.
Feel free to reach out with any questions.

U.S. markets surged to record highs last week, fueled by robust artificial intelligence-driven earnings growth and decli...
05/11/2026

U.S. markets surged to record highs last week, fueled by robust artificial intelligence-driven earnings growth and declining oil prices that lifted risk appetite. However, mixed economic data and ongoing Federal Reserve tensions over inflation and rate guidance highlighted a more uncertain policy outlook.

Read more here: https://livesocial.seismic.com/aRhBwC

Address

10100 Trinity Parkway, Suite 320
Stockton, CA
95219

Telephone

+12098882000

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