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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

Download Stifel Wealth Tracker

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Stifel Financial Advisor

Suzanne Walsh

Suzanne Walsh
First Vice President/Investments

Email email
Phone:
(631) 360-5700
(631) 360-5700
Toll-free:
(866) 706-7771
(866) 706-7771
Hauppauge
1393 Veterans Memorial Highway
Suite 214N
Hauppauge, New York 11788
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