Thomas Huber
Senior Vice President Investments@ Stifel Financial Corp.
Rochester, New York Metropolitan Area
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Thomas Huber is a financial advisor with 14.8 years of experience. He specializes in bankwesen, portfoliomanagement, asset management, festverzinslichewerte, and stammaktien. Based in the United States, Thomas develops intimate relationships with his clients to assist them in all aspects of their financial lives. He focuses on asset allocation, retirement planning strategies, and estate planning strategies while working with accountants and attorney. Thomas is dedicated to staying updated with the ever-changing issues that impact his clients.
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Emails and Phone Numbers

@ubs.com
@ubs.com
@ubs.com
@stifel.com
+1 585621****
+1 585503****
+1 314342****
+1 585491****
+1 585889****
+1 716621****
+1 716865****
+1 585503****
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About

As a financial advisor, I develop intimate relationships with my clients to assist them in all aspects of their financial lives. Utilizing the resources and intellectual capital of Stifel, I devise plans that are unique to that client's needs, risk tolerance, and objectives. My primary focus is on asset allocation, retirement planning strategies, and estate planning strategies, while working with your accountant and attorney. I continually seek knowledge to stay equipped to address the ever-changing issues that impact my clients. /*********/ 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.

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Work Experience

501 N. Broadway, St. Louis, MO, 63102, US

Financial Services

6899
Phone
+1 3143422000
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Thomas Huber's Professional Milestones

  • Senior Vice President Investments (2018-10-01~): Driving strategic investment initiatives and optimizing operations to maximize profitability and increase profitability.
  • Senior Vice President, Wealth Management (2009-02-01~2016-12-11): Driving strategic investment decisions that maximize returns and drive sustainable growth.

Education

University of Rochester
University of Rochester

Psychology

1979-1983