About Me
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance
- Chartered Retirement Plans SpecialistTM Designation
Experience
Neil began his investment industry career in 2000 and joined Stifel in 2007 as part of the firm’s acquisition of Ryan Beck & Co. Prior to becoming a financial advisor, he served as a Liability Claims Administrator with Elco Assurances, Inc.
Community Involvement and Personal
Neil is a proud supporter of numerous charities in his community, including schools, religious organizations, and neighborhood outreach programs. He is married and has four children. His hard work and energy are always helping him to expand his horizons and learn new things. In his free time, he enjoys going to the beach, playing golf and tennis, reading, and spending time with his family.
Education
- Bachelor of Arts, Political Science and Government, Queens College, City University of New York
About Me
Joseph began his financial services career at Stifel in 2024. Prior to joining Stifel, he was a certified NASM Personal Trainer and worked as a strength and nutrition coach at a gym in Long Beach, New York. Joseph’s mission is to provide the team’s clients with top-tier service. He is a hard worker and wants to continue learning throughout his career. If there is something Joseph may not comprehend fully, he asks questions to help understand, learn, and grow.
Joseph earned a Bachelor of Business Administration – Finance from Queens College. Active in his community, he works alongside and coaches youth and high school basketball players and teams.