We're Here for You

Stifel is here to offer you a complimentary consultation built exclusively for Henry Schein clients. As a health care professional, your focus has always been on the quality care that you provide patients.  Therefore, you may not have given much thought to your finances. Stifel is one of the nation's leading wealth management firms – whose focus, for 130 years, has been on the financial health and wellness of clients, including small business owners. With more than 400 offices across the nation, Stifel has an advisor ready to help you.   

In addition, Stifel's CIO Office will be hosting webinars developed specifically for Henry Schein clients. You'll hear from Stifel's top economists and thought leaders to help you make sense of the forces influencing today's market. 

Understand your
current financial situation

Make sense of the
market and economy

Develop a financial plan customized to your goals

Address both investment
and borrowing needs


Download Stifel Wealth Tracker to
Organize Your Financial Life

The first step to financial well-being, is knowing where you currently stand.  To make the most out of your free consultation download, Stifel Wealth Tracker, a free, secure app built to help you gain a better understanding of your financial situation. In less than a minute, you can get set up and begin aggregating your accounts. 

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  • Organize your full financial picture
  • View your personal balance sheet
  • Track your net worth
  • Analyze your cash flow and spending behaviors 

Stifel Wealth Tracker can analyze your investment portfolio in detail to help you better understand what you own and determine if your holdings are aligned with your goals, risk tolerance, and time horizon.

If you have questions, or need help making informed financial decisions, an experienced financial advisor is just a click or phone call away. It's a seamless combination of technology and human advice.  


Stifel Wealth Tracker

Create a Personalized, Goal-Based Financial Plan

Create a Personalized, Goal-Based Financial Plan

Wealth planning is about more than just building an investment portfolio.  It's about understanding your financial goals, motivations, and how you picture your legacy.  Stifel's holistic approach to wealth planning leverages the knowledge and expertise of our firm's professionals to help you:

  • Address every aspect of your financial picture
  • Develop a sound strategy that is unique to you
  • Build and implement a personalized roadmap toward your financial future

Get Timely Market Insights from
Stifel's Investment Strategy Office

If the current market volatility and economic uncertainty have you feeling concerned about your financial well-being, Stifel's Investment Strategy Team is here to help you make sense of it all.

Stifel's Investment Strategy Team:

  • Continuously studies the market and economy
  • Publishes reports and analysis on the markets
  • Delivers actionable investment ideas

Stifel's Investment Strategy Team continuously studies the global landscape to develop objective insights and actionable investment ideas based on their findings.  Their rigorous analysis serves as the basis for timely, relevant, easy-to-read reports published on a daily, weekly, monthly, and yearly basis.  Each is designed to make you a more knowledgeable investor.

To learn more about the Investment Strategy Team and how its unique proprietary analysis can help you make informed investing decisions, click below:

Stifel Investment Strategy

Stifel Banking & Lending

Banking & Lending Solutions for You and Your Practice

Your investments are just part of your financial picture; it's important to address both sides of your balance sheet. Integrated banking services are a critical component of your overall plan. 

Full-service mortgage lending by experienced, professional lenders:

  • Purchase a home, condo, co-op, or townhome
  • Refinance a current mortgage to better rates and terms
  • Access equity in your home
  • Purchase a vacation home or investment property

To learn more about Stifel Bank & Trust's mortgage lending services, 



Securities-based lending is a flexible financing solution that allows you to keep your investment strategies in place while providing access to the equity within those assets as cash. Some common uses for a securities-based loan include:

  • Cash for home purchases, down payments, or renovations
  • Liquidity for tax liabilities
  • Luxuries purchases
  • Rainy day liquidity

To learn more about Stifel Bank & Trust's securities-based lending services, 


Stifel's banking and lending services are provided by Stifel Bank and Stifel Bank & Trust.
Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks).  The financial advisors of Stifel, Nicolaus & Company, Incorporated do not offer mortgage loans, provide mortgage loan information, or accept residential mortgage loan applications.
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
Corporate lending is provided by Stifel Bank and Stifel Bank & Trust.
Understanding the potential risks of a Stifel Pledged Asset (SPA) Line of Credit
Speak with your Financial Advisor about your risk tolerance level, market fluctuations, and specifically the potential risks associated with a Stifel SPA Line of Credit.
The SPA Line of Credit is a demand loan using the assets in the account as collateral.  If the minimum required value of the collateral is not maintained, the account holder will be required to (1) post additional qualified collateral, (2) repay a portion or all of the debt, or (3) forfeit that shortfall in value of pledged assets to Stifel Bank & Trust.  If the call is not met, Stifel Bank & Trust can liquidate some or all of the assets in the SPA Loan Account.  If terms of the account are not maintained, Stifel Bank & Trust may call the loan due and payable.  Stifel Bank & Trust will attempt to communicate with you to determine the right course of action to alleviate a collateral shortfall.  Stifel Bank & Trust has the right to sell securities as needed without your consent to meet a collateral call.



Areas of Expertise