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Stifel Wealth Tracker

Wealth Tracker screenshot on mobile device

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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Stifel Financial Advisor

Marty Phillips, CFP

Marty Phillips, CFP
Financial Advisor

Email email
Phone:
(912) 598-3010
(912) 598-3010
Toll-free:
(800) 869-4848
(800) 869-4848
Savannah Landings
15 Lake Street
Suite 140
Savannah, Georgia 31411
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