$500 Billion in Client Assets Under Management
Stifel is responsible for more than $500 Billion in client assets.
As of December 31, 2024.

Serving successful families and business owners across generations
The Curtis Team provides customized strategies designed to help you grow and preserve your wealth for you and your family for generations to come. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that suits their unique needs and helps them to pursue both short- and long-term strategies.
Team Recognition

2024 | 2025 | 2026
Dennis (DJ) Curtis, Jr. Named

2022

2022 | 2023 | 2024 | 2025 | 2026
Kelley Curtis Dunlap Named
2022 | 2023 | 2024 | 2025 | 2026
2022 | 2023 | 2024 | 2025 | 2026

2026
2026
Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-in-State Wealth Advisors, Best-in-State Women Wealth Advisors, and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30, September 30, and March 31, respectively, of the year prior to publication and are selected by SHOOK Research, LLC. AdvisorHub’s Women to Watch and Advisors to Watch rankings are each based on the 12-month period ending December 31 of the year prior to publication. Each is selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.

Senior Vice President/Investments; Branch Manager

Senior Vice President/Investments

Registered Client Service Associate

Registered Client Service Associate

Stifel
Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel$500 Billion in Client Assets Under Management
Stifel is responsible for more than $500 Billion in client assets.
As of December 31, 2024.
$31 Billion in Banking Assets
Stifel Bank has $31 billion in banking assets.
As of December 31, 2024.
$6.6 Billion in Trust Assets Under Advisement
Stifel Trust has $6.6 billion in trust assets under advisement.
As of December 31, 2024.
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