Brian Underwood, MBA

I develop and implement customized strategies for successful business owners, families, and individuals, with the objective of protecting and helping grow wealth over multiple generations. In addition, I have access to the full professional resources of Stifel and its affiliate, Stifel Bank & Trust. Specialties: Investment Planning, Wealth Management Strategies, 401(k) Rollovers, Education Savings Plans, Asset Allocation, Retirement Income Strategies, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, Insurance Reviews, SEP IRA, Mutual Funds, 529 Funds, Unit Investment Trusts, Long-Term Care Insurance, ETFs, Fixed Income, Life Insurance Stifel Financial Corp. and its affiliated companies ("Stifel") reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: http://www2.stifel.com/site/content.aspx?id=146.