The Stott/Stone/Midkiff Group
With more than 90 years of combined investment industry experience, we provide value to our client relationships through in-depth knowledge, cutting-edge investment planning techniques, and our client-focused service model. As a team, we focus on investment planning, retirement planning, and wealth management for individuals, families, retirement plans, foundations, endowments, and trusts.
Our Mission
Pictured left to right:
David Midkiff, Associate Vice President/Investments; Lisa Shell, Senior Client Service Associate; John Stone, CFA, AIF®, Senior Vice President/Investments; Kaley Moon, Client Service Associate; C. Bryan Stott, First Vice President/Investments
Keeping You Informed
Stifel Insights
Dive into our latest articles, videos, podcasts, and more!
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
Market VolatilityInvesting for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Article
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Retirement Plans QuarterlyThe Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
Newsletter
Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
Newsletter
Stifel Wealth Strategist Report® ChecklistWe recommend that you assemble all of your financial information before you begin to complete the Wealth Planning Questionnaire. This checklist is a list of documents that may be necessary based upon which analyses you request.
Worksheet