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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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Stifel Financial Advisor

Susan Allan, CFP®, CRPS®, AWMA®, AAMS™

Susan Allan, CFP®, CRPS®, AWMA®, AAMS™
Financial Advisor

Email email
Phone:
(610) 567-1900
(610) 567-1900
Toll-free:
(800) 223-6807
(800) 223-6807
Conshohocken
20 Ash Street
4th Floor
Conshohocken, Pennsylvania 19428
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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