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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
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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
Boca Raton
Private Client Group
2650 North Military Trail
Suite 400
Boca Raton, Florida 33431
Michael Mazor
Phone:
(561) 982-2600
(561) 982-2600
Toll-free:
(800) 223-7658
(800) 223-7658
Clearwater
Private Client Group
2605 Enterprise Rd. East
Suite 168
Clearwater, Florida 33759
Jerry Kelly
Phone:
(727) 614-4930
(727) 614-4930
Toll-free:
(855) 275-9133
(855) 275-9133
Daytona Beach
Private Client Group
1530 Cornerstone Blvd
Suite 110
Daytona Beach, Florida 32117
Joseph DePasqua, AAMS
Phone:
(386) 947-6000
(386) 947-6000
Toll-free:
(800) 758-8755
(800) 758-8755
Fort Myers
Private Client Group
12800 University Dr.
Suite 300
Fort Myers, Florida 33907
Matt Welborn, CFP®
Phone:
(239) 985-6540
(239) 985-6540
Toll-free:
(866) 950-5525
(866) 950-5525
Fort Pierce
Private Client Group
603 N. Indian River Drive
Suite 300
Fort Pierce, Florida 34950
Tom Bevan
Phone:
(772) 672-5125
(772) 672-5125
Toll-free:
(888) 767-7570
(888) 767-7570
Gainesville
Private Client Group
2770 NW 43rd Street
Suite B
Gainesville, Florida 32606
Steven Randall Summers
Phone:
(352) 373-2500
(352) 373-2500
Toll-free:
(800) 807-7111
(800) 807-7111
Jacksonville
Private Client Group
5011 Gate Parkway Building 100
Suite 320
Jacksonville, Florida 32256
Ed Hecker, CFP®, CMFC
Phone:
(904) 760-4517
(904) 760-4517
Toll-free:
(888) 708-4654
(888) 708-4654
Lakewood Ranch
Private Client Group
6901 Professional Pkwy E.
Ste. 103
Sarasota, Florida 34240
Blase Sparma
Phone:
(941) 724-8229
(941) 724-8229
Melbourne
Private Client Group
6769 N. Wickham Road
Suite B100
Melbourne, Florida 32940
Ed Hecker, CFP®, CMFC
Phone:
(321) 757-7209
(321) 757-7209
Toll-free:
(888) 767-7565
(888) 767-7565
Miami Collins Ave
Private Client Group
2340 Collins Avenue
Suite 200
Miami Beach, Florida 33139
Mark Stevenson
Ed Coloma
Phone:
(786) 539-3650
(786) 539-3650
Toll-free:
(800) 466-2663
(800) 466-2663
Miami International
Private Client Group
1001 Brickell Bay Drive
Suite 2502
Miami, Florida 33131
Ed Coloma
Phone:
(786) 257-2400
(786) 257-2400
Toll-free:
(844) 736-9542
(844) 736-9542
Miami PCG
Private Client Group
1001 Brickell Bay Drive
Suite 2502
Miami, Florida 33131
Mark Stevenson
Phone:
(786) 257-2400
(786) 257-2400
Toll-free:
(844) 736-9542
(844) 736-9542
Naples
Private Client Group
3777 Tamiami Trail North
Suite 300
Naples, Florida 34103
Brad Marshall, CFP®, ChSNC
Phone:
(239) 417-6740
(239) 417-6740
Toll-free:
(866) 779-2730
(866) 779-2730
Orlando
Private Client Group
400 International Parkway
Suite 130
Heathrow, Florida 32746
Doug Jobman, CFP
Phone:
(321) 832-7585
(321) 832-7585
Toll-free:
(800) 338-5851
(800) 338-5851
Palm Beach Gardens
Private Client Group
3835 PGA Blvd.
Suite 701
Palm Beach Gardens, Florida 33410
Ryan Schack, CRPC
Phone:
(561) 615-5300
(561) 615-5300
Toll-free:
(800) 793-7226
(800) 793-7226
Palm Beach Royal Palm Way
Private Client Group
140 Royal Palm Way
Suite 204
Palm Beach, Florida 33480
Ryan Schack, CRPC
Phone:
(561) 868-8685
(561) 868-8685
Toll-free:
(844) 736-9541
(844) 736-9541
Pensacola
Private Client Group
25 West Cedar Street
Suite 600
Pensacola, Florida 32502
Mark Hannum
Phone:
(850) 436-2000
(850) 436-2000
Toll-free:
(800) 437-4878
(800) 437-4878
Sarasota
Private Client Group
2 N Tamiami Trail
Suite 700
Sarasota, Florida 34236
Dan Long
Phone:
(941) 366-5443
(941) 366-5443
Toll-free:
(888) 400-0018
(888) 400-0018
Stuart
Private Client Group
903 SE Ocean Blvd.
Stuart, Florida 34994
Tom Bevan
Phone:
(772) 403-8300
(772) 403-8300
Toll-free:
(855) 273-2576
(855) 273-2576
Tallahassee
Private Client Group
3500 Financial Plaza
Ste. 202
Tallahassee, Florida 32312
Stephen Huggins
Phone:
(850) 815-3090
(850) 815-3090
Toll-free:
(800) 223-8133
(800) 223-8133
Tampa
Private Client Group
100 North Tampa Street
Suite 1750
Tampa, Florida 33602
Michael Wallace
Phone:
(813) 426-8621
(813) 426-8621
Toll-free:
(855) 275-9139
(855) 275-9139
Titusville
Private Client Group
760 Country Club Drive
Titusville, Florida 32780
Ed Hecker, CFP®, CMFC
Phone:
(321) 222-2303
(321) 222-2303
Toll-free:
(844) 233-8609
(844) 233-8609
Venice
Private Client Group
218 Harbor Drive South
Venice, Florida 34285
Blase Sparma
Phone:
(941) 218-5687
(941) 218-5687
Toll-free:
(833) 817-6596
(833) 817-6596
Vero Beach
Private Client Group
3150 Cardinal Drive
Suite 101
Vero Beach, Florida 32963
John Orcutt
Phone:
(772) 299-4967
(772) 299-4967
Toll-free:
(866) 432-3440
(866) 432-3440