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Glenwood Team
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About Us

Our team serves the Glenwood Springs and the Colorado Western Slope as part of a full-service wealth management and investment banking firm. We are committed to maintaining the highest possible standards of integrity and professionalism in our relationship with you. We look forward to helping you pursue your financial goals for years to come.

Our Approach

As a team, we are dedicated to developing lasting relationships with all our clients. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized process we provide acts as a roadmap to pursuing your short- and long-term goals.

Our Clients

The majority of our clients are individual investors, professional money managers, businesses, and municipalities. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

Stifel

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 Stifel

1890 The Year We Were Founded

and we're still going strong.

2,300 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, 2024.

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