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Mike began his investment industry career in 1986 and joined Stifel in 2022. Prior to joining Stifel, Mike started his career with Merrill Lynch in New York City as a Fixed Income Trader and continued that path with McDonald & Company in Cleveland. His career path led him to become a Financial Advisor with UBS Financial Services. He is dedicated to making wealth management easy to implement and, most importantly, easy to understand. His practice is focused on wealth management, retirement planning for both individuals and small businesses, and education planning. Mike strives to be accessible to all his clients regardless of their wealth.
Mike earned a B.A. in Business from Wittenberg University and holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Born and raised in the Cleveland area, Mike and his wife, Barbara, have two children, Kate and Matthew, and live in Medina. He enjoys spending time with his family and playing golf. Mike is also a Mustang and automotive enthusiast and an avid Cleveland sports fan.
Mike earned a B.A. in Business from Wittenberg University and holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Born and raised in the Cleveland area, Mike and his wife, Barbara, have two children, Kate and Matthew, and live in Medina. He enjoys spending time with his family and playing golf. Mike is also a Mustang and automotive enthusiast and an avid Cleveland sports fan.
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By the Numbers
Put simply, Stifel is a growing 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 Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2023.
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