About Me
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
- Chartered Retirement Plans Specialist® 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
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Life, Health, and Variable Insurance (including annuities)
Experience
Gail began her financial services career in 1979 and joined Stifel in 2007 as part of the firm’s acquisition of Ryan Beck & Co.
Education
- Bachelor of Science, Brooklyn College