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Stifel Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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Please note:
For security purposes, Stifel clients should not include the following in any e-mail correspondence with Stifel:
* Account Numbers
* Client Account Access User Names
* Passwords
* Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:
* Purchase or sale orders
* Instructions for the transfer or disbursement of funds
* Changes of address

Branches by State

Branch Location
Athens
Private Client Group
394 Milledge Ave
Suite 106
Athens, Georgia 30605
Ed Ferguson
Phone:
(706) 247-8246
(706) 247-8246
Toll-free:
(866) 370-7254
(866) 370-7254
Atlanta, GA
Capital Markets
3630 Peachtree Road NE
Suite 400
Atlanta, Georgia 30326
Marcus Wheeler
Phone:
(770) 552-0939
(770) 552-0939
Toll-free:
(800) 949-4216
(800) 949-4216
Atlanta
Private Client Group
3630 Peachtree Road NE
Suite 400
Atlanta, Georgia 30326
Marcus Wheeler
Phone:
(404) 231-6500
(404) 231-6500
Toll-free:
(844) 233-8605
(844) 233-8605
Augusta
Private Client Group
633 Berckmans Road
Augusta, Georgia 30909
Scott Sewell
Phone:
(706) 737-0860
(706) 737-0860
Toll-free:
(888) 268-5412
(888) 268-5412
Columbus
Private Client Group
233 12th Street
Suite 100-A
Columbus, Georgia 31901
John Shinkle
Phone:
(706) 660-3940
(706) 660-3940
Toll-free:
(888) 311-3651
(888) 311-3651
Gainesville
Private Client Group
212 Green Street NE
Gainesville, Georgia 30501
William Hicks, Jr., CFP®, AIF®
Alan Crumley
Phone:
(770) 531-1103
(770) 531-1103
Toll-free:
(877) 821-5779
(877) 821-5779
LaGrange
Private Client Group
202 North Lewis St.
LaGrange, Georgia 30240
John Shinkle
Phone:
(706) 845-7888
(706) 845-7888
Toll-free:
(888) 311-3641
(888) 311-3641
Macon
Private Client Group
577 Mulberry Street
Suite 1200
Macon, Georgia 31201
Chris Bolles, Jr., CFP®
David Lucas
Phone:
(478) 743-4171
(478) 743-4171
Toll-free:
(800) 735-1522
(800) 735-1522
Savannah Landings
Private Client Group
15 Lake Street
Suite 140
Savannah, Georgia 31411
David Thomson
Phone:
(912) 598-3010
(912) 598-3010
Toll-free:
(800) 869-4848
(800) 869-4848
Savannah Downtown
Private Client Group
33 Bull Street
Suite 200
Savannah, Georgia 31401
Rus Harden, CFA®
Phone:
(912) 234-5400
(912) 234-5400
Toll-free:
(800) 239-7862
(800) 239-7862
Valdosta
Private Client Group
3555 North Crossing Circle
Valdosta, Georgia 31602
Barry Barr
Phone:
(229) 293-1125
(229) 293-1125
Toll-free:
(877) 635-9524
(877) 635-9524
Warner Robins
Private Client Group
321 Margie Drive
Suite B
Warner Robins, Georgia 31088
John Shinkle
Phone:
(478) 953-1313
(478) 953-1313
Toll-free:
(866) 639-0254
(866) 639-0254