Prior to joining Stifel, he began his career at Ryan, Beck & Co., where he developed his fundamental investment knowledge. He has built his practice over the years by taking a team approach in providing personalized guidance to individuals and families. Martin provides comprehensive investment planning and helps individuals, trusts, retirement plans, charitable organizations, and businesses manage
their assets. He uses a long-term investment approach, developing and implementing wealth management strategies for pursuing their short- and long-term goals. Martin earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. Martin earned a Bachelor of Science in Management from Rutgers University and holds Series 7, 63, and 65 securities licenses. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. 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.
