08/27/2026
๐๐๐ซ๐๐ฃ ๐๐๐๐ง๐จ โ ๐๐ฃ๐ ๐๐๐๐๐๐ โ ๐๐๐ค๐ช๐จ๐๐ฃ๐๐จ ๐ค๐ ๐พ๐ก๐๐๐ฃ๐ฉ ๐๐๐๐ฉ๐๐ฃ๐๐จ
Itโs hard to believe it has been 7 years since our team opened the first Stifel office to be housed in Tallahassee!!
Stifel continues to be an incredible firm for our team and clients. We are extremely grateful for the trust our clients have placed in us as we guide them through important financial decisions and thoughtfully manage their wealth. Over the past 7 years, we have helped clients navigate market-moving events like:
โข ๐๐ฐ๐ท๐ช๐ฅ-19
โข ๐๐ช๐ด๐ต๐ฐ๐ณ๐ช๐ค ๐๐ฏ๐ง๐ญ๐ข๐ต๐ช๐ฐ๐ฏ
โข ๐๐ข๐ด๐ต๐ฆ๐ด๐ต ๐ช๐ฏ๐ต๐ฆ๐ณ๐ฆ๐ด๐ต ๐ณ๐ข๐ต๐ฆ ๐ฉ๐ช๐ฌ๐ช๐ฏ๐จ ๐ค๐บ๐ค๐ญ๐ฆ ๐ช๐ฏ ๐ฅ๐ฆ๐ค๐ข๐ฅ๐ฆ๐ด
โข ๐๐ฐ๐ณ๐ด๐ต ๐บ๐ฆ๐ข๐ณ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ ๐ฃ๐ฐ๐ฏ๐ฅ ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ช๐ฏ ๐ฉ๐ช๐ด๐ต๐ฐ๐ณ๐บ
โข 2 ๐ฃ๐ฆ๐ข๐ณ ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต๐ด
โข 4 ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ค๐ฐ๐ณ๐ณ๐ฆ๐ค๐ต๐ช๐ฐ๐ฏ๐ด
โข ๐๐ถ๐ญ๐ต๐ช๐ฑ๐ญ๐ฆ ๐ฆ๐ญ๐ฆ๐ค๐ต๐ช๐ฐ๐ฏ ๐ค๐บ๐ค๐ญ๐ฆ๐ด
โข ๐๐ฏ๐ฑ๐ณ๐ฆ๐ค๐ฆ๐ฅ๐ฆ๐ฏ๐ต๐ฆ๐ฅ ๐จ๐ฆ๐ฐ๐ฑ๐ฐ๐ญ๐ช๐ต๐ช๐ค๐ข๐ญ ๐ถ๐ฏ๐ค๐ฆ๐ณ๐ต๐ข๐ช๐ฏ๐ต๐บ
We also continue to guide our clients through some of lifeโs most important transitions:
โข ๐๐ฏ๐ต๐ฆ๐ณ๐ช๐ฏ๐จ ๐ณ๐ฆ๐ต๐ช๐ณ๐ฆ๐ฎ๐ฆ๐ฏ๐ต
โข ๐๐ฐ๐ด๐ด ๐ฐ๐ง ๐ข ๐ด๐ฑ๐ฐ๐ถ๐ด๐ฆ
โข ๐๐ฆ๐ค๐ฆ๐ช๐ท๐ช๐ฏ๐จ ๐ข ๐ด๐ถ๐ฅ๐ฅ๐ฆ๐ฏ ๐ช๐ฏ๐ฉ๐ฆ๐ณ๐ช๐ต๐ข๐ฏ๐ค๐ฆ
โข ๐๐ฆ๐ญ๐ญ๐ช๐ฏ๐จ ๐ข ๐ฃ๐ถ๐ด๐ช๐ฏ๐ฆ๐ด๐ด
โข ๐๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ๐ด ๐ข๐ณ๐ฐ๐ถ๐ฏ๐ฅ ๐ฃ๐ถ๐ด๐ช๐ฏ๐ฆ๐ด๐ด ๐ข๐ด๐ด๐ฆ๐ต๐ด ๐ข๐ฏ๐ฅ ๐ณ๐ฆ๐ต๐ช๐ณ๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐ฑ๐ญ๐ข๐ฏ๐ด
โข ๐๐ข๐ท๐ช๐จ๐ข๐ต๐ช๐ฏ๐จ ๐ฆ๐ด๐ต๐ข๐ต๐ฆ ๐ข๐ฏ๐ฅ ๐ญ๐ฆ๐จ๐ข๐ค๐บ ๐ค๐ฐ๐ฏ๐ด๐ช๐ฅ๐ฆ๐ณ๐ข๐ต๐ช๐ฐ๐ฏ๐ด ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ๐ช๐ณ ๐ค๐ฉ๐ช๐ญ๐ฅ๐ณ๐ฆ๐ฏ, ๐จ๐ณ๐ข๐ฏ๐ฅ๐ค๐ฉ๐ช๐ญ๐ฅ๐ณ๐ฆ๐ฏ, ๐ข๐ฏ๐ฅ ๐ค๐ฉ๐ข๐ณ๐ช๐ต๐ช๐ฆ๐ด
A trend weโve noticed in Tallahassee? A growing number of business owners and retirees who have either sold their business, are preparing for a future sale, or have accumulated significant savings and need to turn this cash into an income stream.
๐ช๐ฒ ๐๐ฎ๐ป๐ ๐๐ผ ๐๐ฎ๐ ๐ฎ ๐ฏ๐ถ๐ด โ๐ง๐๐๐ก๐ ๐ฌ๐ข๐จ!โ ๐๐ผ ๐ผ๐๐ฟ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐, ๐ณ๐ฟ๐ถ๐ฒ๐ป๐ฑ๐, ๐ฎ๐ป๐ฑ ๐ฐ๐ผ๐บ๐บ๐๐ป๐ถ๐๐ ๐ณ๐ผ๐ฟ ๐ฏ๐ฒ๐ถ๐ป๐ด ๐ฎ ๐ฝ๐ฎ๐ฟ๐ ๐ผ๐ณ ๐ผ๐๐ฟ ๐ณ๐ถ๐ฟ๐๐ ๐ณ ๐๐ฒ๐ฎ๐ฟ๐ ๐ฎ๐ ๐ฆ๐๐ถ๐ณ๐ฒ๐น โ ๐ฐ๐ต๐ฒ๐ฒ๐ฟ๐ ๐๐ผ ๐บ๐ฎ๐ป๐ ๐บ๐ผ๐ฟ๐ฒ!!
