Associate Vice President Investments@ Stifel Financial Corp.
Greater Philadelphia
Stephen Dolan
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FlashIntel GPTStephen Dolan is a highly experienced professional with 24.1 years of work experience in various fields such as marketing, San, and media relations. He is based in the United States and specializes in investment planning, education savings plans, and retirement income strategies. Stephen has worked at Stifel Financial Corp. and Merrill Advisory Group, where he held positions as an Associate Vice President/Investments and Financial Advisor. He is also a Financial Advisor at Merrill Advisory Group. Stephen's expertise and extensive background make him a valuable asset in the financial industry.
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Specialties: Investment Planning, Education Savings Plans, Fixed Annuities, Roth IRA, Bonds, 529 Plans, Wealth Management Strategies, Asset Allocation, Variable Annuities, Traditional IRA, Stocks, Unit Investment Trusts, 401(k) Accounts, Estate Planning Strategies, Insurance Reviews, SEP IRA, Mutual Funds, Retirement Income Strategies, Options, Long-Term Care Insurance, Fixed Income, ETFs, Life Insurance, and Investments /*********/ 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, Facebook, 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: www.stifel.com/disclosures.
...See MoreWork Experience
Associate Vice President Investments
Financial Services
Stephen Dolan's Professional Milestones
- Associate Vice President Investments (2009-02-01~): Implementing strategic investment initiatives to drive growth and maximize shareholder value.
- Financial Advisor (1999-10-01~2009-02-01): Providing comprehensive financial guidance and guiding clients towards financial growth and success.
Skill
Marketing
San
Media Relations
Certification
Colleagues
John Helmbrecht
Senior Architect | Product Owner | Cloud Services
Gurpreet Kaur
Senior Product Owner
Ami Parikh (SAFe 5 PO/PM , PMI-ACP)
Product Owner
Cory Potter
Product Owner | Salesforce DevOps
Timothy Law
Product Owner
Other Named Stephen Dolan
Frequently asked questions
We found 2 Stephen Dolan's email addresses
We found 5 Stephen Dolan's phone numbers
Stephen Dolan's social media include: Linkedin,
Stephen Dolan works for Stifel Financial Corp.
Stephen Dolan's role in Stifel Financial Corp. is Associate Vice President Investments
Stephen Dolan works in the industry of Financial Services
Stephen Dolan's colleagues are John Helmbrecht,Gurpreet Kaur,Ami Parikh (SAFe 5 PO/PM , PMI-ACP)
Stephen Dolan's latest job experience is Associate Vice President Investments at Stifel Financial Corp.
