Managing Director Investments@ Stifel Financial Corp.
Dallas-Fort Worth Metroplex
Woody Abbott
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Southern Methodist University
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FlashIntel GPTWoody Abbott is a highly experienced professional with 15.3 years of work experience in high net worth portfolio management, corporate executive advising, and customized retirement planning. Based in the United States, Woody has worked at Stifel Financial Corp. and Merrill Lynch, where he held various positions such as Managing Director/Investments and Senior Financial Advisor. With a strong background in finance and investment, Woody has a proven track record of delivering results and ensuring compliance with law. He is known for his expertise in high net worth portfolio management and his ability to provide personalized retirement planning solutions.
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About
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. /*********/ 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
Managing Director Investments
Financial Services
Woody Abbott's Professional Milestones
- Senior Financial Advisor | Senior Vice President - Wealth Management (2008-08-01~): Guided clients through financial crises, driving their financial success.
- Managing Director Investments (2020-08-01~): Increasing investment returns through strategic planning and effective investment strategies.
Education
Bachelors
1998-2002Skill
High Net Worth Portfolio Management
Corporate Executive Advising
Customized Retirement Planning
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 Woody Abbott
Frequently asked questions
We found 3 Woody Abbott's email addresses
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Woody Abbott's social media include: Linkedin,
Woody Abbott works for Stifel Financial Corp.
Woody Abbott's role in Stifel Financial Corp. is Managing Director Investments
Woody Abbott works in the industry of Financial Services
Woody Abbott's colleagues are John Helmbrecht,Gurpreet Kaur,Ami Parikh (SAFe 5 PO/PM , PMI-ACP)
Woody Abbott's latest job experience is Managing Director Investments at Stifel Financial Corp.
Woody Abbott's latest education in Southern Methodist University
