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.

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, publ...
09/03/2026

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, public and private businesses, municipalities, and institutional and professional money managers.

Learn more: https://livesocial.seismic.com/alFUa0

Set up your appointment by calling 209/888-2007

Life insurance isn't just about protection. When thoughtfully designed, it can play a meaningful role in your financial ...
09/01/2026

Life insurance isn't just about protection. When thoughtfully designed, it can play a meaningful role in your financial strategy - helping preserve wealth, manage taxes, and support a smoother transfer of assets from one generation to the next.

Explore more about life insurance by clicking here:
https://livesocial.seismic.com/aLLyse

Feel free to reach out 209/888-2007.

Are you meeting with your attorney to review your estate plan? Review our helpful time-saving hints so you can be better...
08/27/2026

Are you meeting with your attorney to review your estate plan? Review our helpful time-saving hints so you can be better prepared to make the most of your time.

Learn more about important estate plan considerations here: https://livesocial.seismic.com/asp2z9

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 ...
08/24/2026

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 jobs.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a5_nx8

Relief on the inflation front sent the S&P 500 to fresh highs, though rising oil from Middle East tensions threatens to ...
08/17/2026

Relief on the inflation front sent the S&P 500 to fresh highs, though rising oil from Middle East tensions threatens to slow the cooling momentum odds.

Read more here: https://livesocial.seismic.com/aJwdo1

Stifel has several programs in place that can help empower you to manage your cash.Take a look: https://livesocial.seism...
08/12/2026

Stifel has several programs in place that can help empower you to manage your cash.

Take a look: https://livesocial.seismic.com/aNJoy_

Feel free to reach out with any questions.

08/06/2026

Built on 135 years of Independence. Integrity. Innovation.

Equities rose last week as a divided Federal Reserve and a divided artificial intelligence trade left investors with cle...
08/03/2026

Equities rose last week as a divided Federal Reserve and a divided artificial intelligence trade left investors with clearer data and an open question on rates.

Read more here: https://livesocial.seismic.com/apq9Fg

Address

10100 Trinity Parkway, Suite 320
Stockton, CA
95219

Telephone

+12098882000

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