Individuals And Families Are Far From Planning Effectively For Their Financial
Stifel Financial Advisors Team Up to Serve Clients' Investment and Wealth
ST. LOUIS, Oct. 10, 2013
ST. LOUIS, Oct. 10, 2013 /PRNewswire/ --October is Financial Planning Month,
but Americans have yet to buckle down and plan. Only one in five households
methodically plan their finances, while one in 10 do virtually no financial
planning at all, according to a recent report released by the Certified
Financial Planner Board of Standards Inc. and the Consumer Federation of
Kris Boelte, CFP^®, Associate Vice President/Investments with Stifel in
Lynchburg, Virginia, responds to this recent report with a firm nudge. "You
need to start planning now," she says. "It's true that the more thoroughly
households plan, the better prepared they are to meet financial goals and
emergencies and the more confident they are in their financial security."
"As trusted advisors, we start by getting to know our clients' hopes and
dreams. We put a thoughtful investment plan in place so they can manage their
money and work toward fulfilling those dreams – putting children through
college, traveling, building wealth, or ensuring a comfortable retirement,"
says Glenn Dillon, Vice President/Investments with Stifel in Lynchburg.
Dillon and Boelte recently joined forces, combining their more than 50 years
of financial services experience to help families and individuals plan and
manage their finances. Together they serve clients across Virginia, in
Washington, D.C., and throughout the country. Boelte also works from the
firm's Clarksville, Virginia office.
Dillon has 40 years of institutional bond trading experience, specializing in
making selections designed to help clients grow their investments. Boelte has
earned the CERTIFIED FINANCIAL PLANNER™ Professional certification and holds a
B.S.B.A. in finance. She specializes in working with high net worth clients,
clients navigating through divorce, multi-generational accounts, and special
needs cases, with a particular affinity for helping with retirement planning
Dillon and Boelte can be reached by calling Stifel's Lynchburg office at (434)
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company
headquartered in St. Louis, Missouri. Stifel clients are served through
Stifel, Nicolaus & Company, Incorporated in the U.S. The Company's
broker-dealer affiliates provide securities brokerage, investment banking,
trading, investment advisory, and related financial services to individual
investors, professional money managers, businesses, and municipalities. Please
For further information, contact
Lynda Hofstetter, (314) 342-2000
SOURCE Stifel Financial Corp.
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