| Name | Title | Contact Details |
|---|---|---|
James Brand |
Vice President/Client Service - Stifel | Profile |
Amanda Fitzpatrick |
Vice President/Client Service - Stifel | Profile |
Brian McAfee |
Director - Vice President - Digital Client Experience & Support | Profile |
Jeffrey Galloway |
Vice President/Client Service - Stifel | Profile |
Jeff Scholtz |
Vice President/Client Service - Stifel | Profile |
Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies. Trust services provided by Arvest Bank.
Z Loan is a Zephyr Cove, NV-based company in the Financial Services sector.
Andersen Steinberg Group is a New York, NY-based company in the Financial Services sector.
Data Delivery Services is a Plano, TX-based company in the Financial Services sector.
Elder Accountancy is a Sacramento, CA-based company in the Financial Services sector.