Dedicated to you
David’s philosophy is simple: Have a soul, a well-defined morality, and do the right thing. David has more than 35 years of investment industry experience and joined Stifel in 2007. He began his career on Wall Street in 1986 with Merrill Lynch. A few years later, he joined Shearson Lehman Hutton’s Unit Investment Trust Department and was a contributing author for their “Yield Curve” publication. At Stifel, he focuses on fixed income investing with a core competency in tax-advantaged municipal bonds. He considers himself a true risk-off, buy-side manager and develops retirement income strategies for clients who will soon stop or have stopped earning a paycheck.
David earned a B.A. from Ithaca College and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Outside the office, he keeps busy biking, playing tennis, and spending time with his wonderful family – his wife, Junko, and their two children, Max and Aya.
Michael serves a diverse high-net-worth client base that includes corporate executives, health care professionals, and business owners. He attained the Chartered Retirement Planning Counselor™ designation to further his knowledge in developing strategies specific to his clients’ investment and retirement needs.
Michael has more than 25 years of investment industry experience and joined Stifel in 2010. Prior to joining Stifel, he was a Financial Advisor with Merrill Lynch. Over his extensive career, he has gained a deep understanding of his clients’ financial concerns and the complexities of the markets. He is dedicated to providing a top-tier client experience and helping individuals pursue their short- and long-term goals.
Active in the Palm Beach community, Michael is a past board member of the Island of Abacoa Home Owners Association. From 2012 to 2019, he coached youth basketball for the Jupiter-Tequesta Athletic Association and Palm Beach Gardens travel basketball. Michael and Dave are proud sponsors of the Palm Beach Gardens Concert Band.
Mista has 25 years of financial services experience and joined Stifel in 2007 upon the firm’s acquisition of Ryan Beck & Co. She began her career in 1996 and has worked for firms including Dean Witter Reynolds and Janney Montgomery.
An integral part of the team, Mista builds strong rapport with clients and is responsible for ensuring accurate maintenance on all client accounts. She also coordinates the information needed for the team to evaluate and analyze clients’ retirement and wealth management needs.
Mista earned a B.S. from Middle Tennessee State University and holds Series 7, 63, and 65 securities licenses.
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