At Stifel, we have established ourselves as one of the nation’s leading wealth management and investment banking firms.  With more than 400 offices across the nation, our philosophy on investing is grounded on a more than 130-year-old tradition of trust, understanding, and solid, studied advice.  Established in 1890, our company provides a comprehensive portfolio of financial services designed to address the varied needs of a broad range of investors. 

We believe in strong individual relationships that stand the test of time.  Our knowledgeable financial advisors offer a personalized approach to finding the best solutions for your financial needs.  We truly believe that by placing your needs and interests first, you will prosper.  We are dedicated to providing innovative, creative, high-quality, and value-added products and services to help you pursue your goals.

- Education

•           B.A., SUNY Stony Brook

•           M.A., University of Texas at Austin

•            Attained CFP® certification from the Certified Financial Planner Board of Standards following coursework at Adelphi University, June 1981

- Licenses and Certifications

•           Series 7, General Securities Representative

•           Series 24, General Securities Principal

•           Series 31, Futures Managed Funds

•           Life, Health, and Variable Insurance

•           CERTIFIED FINANCIAL PLANNER® certification

- Experience

•           Alan has 43 years of investment industry experience and joined Stifel in 2010.

-Memberships

•           Past President, Smithtown Rotary Club, 1986 to 1987

•           Charter Member, Financial Planning Association, Long Island, 1981 to present

-Philosophy

Today’s investment climate offers opportunities.  At Stifel, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

•           A clear understanding of their financial goals

•            A well-defined road map designed to help them pursue those goals

•            Periodic review with them to help adjust their road map when their needs change

“My services cover many facets of wealth management, from investment and retirement planning strategies to risk management and asset allocation strategies.  I help my clients develop a comprehensive, cohesive plan that suits their unique needs and is designed to help them pursue both short- and long-term objectives.”

– Alan H. Cohn, CFP^®