ADVISOR BIO

Robert Howard Lewit is a financial advisor at Stifel, Nicolaus & Company, Inc. Robert has been working in the financial services industry since August 1987. Robert has a broad range of experience, having worked at several firms before joining Stifel. Robert is registered in 30 states and holds licenses for both broker-dealer and investment advisor activities. Robert is a Certified Financial Planner.

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ADVISOR BIO

Robert Baxter is a financial advisor in Berwyn, Pennsylvania with over 12 years of experience in the financial services industry. Robert is an investment advisor representative (IAR) at Orion Portfolio Solutions, LLC and is also registered as a Registered Representative in the state of Pennsylvania. Prior to joining Orion Portfolio Solutions, LLC, Robert worked at FS Investment Solutions, LLC, where he provided financial advice to individuals and families.

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ADVISOR BIO

Robert Benton Giles is a financial advisor with over 50 years of experience in the securities industry. He is currently registered with Davenport & Co. LLC, where he has been employed since 1967. Robert has a broad range of licenses and registrations, including Series 7, Series 63, Series 24 and SIE. Robert provides financial planning and investment advice to a diverse client base, including individuals, businesses, and institutions. He specializes in managing portfolios and assisting clients with retirement planning, college savings, and estate planning. In addition to Robert's career at Davenport & Co. LLC, Robert manages a number of family-owned real estate investment companies.

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ADVISOR BIO

Robert Charles Fix is an active financial advisor with over 50 years of experience. Robert Fix is registered with William Blair and is licensed to provide financial services in 34 states and the District of Columbia. Robert Fix specializes in providing portfolio management services to high-net-worth individuals, corporations, and pooled investment vehicles. Robert Fix also provides financial planning and equity research services.

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ADVISOR BIO

Robert Bainey is a financial advisor with Stifel, Nicolaus & Company, Inc. Robert has been in the industry for over 25 years and has experience with a variety of financial products and services. Robert has held previous positions at RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc. Robert is registered with the state of Pennsylvania and Texas. Robert can assist clients with a variety of financial needs, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Robert Isaac Willis is a registered investment advisor representative with Gibraltar Capital Management, Inc., located in Tulsa, Oklahoma. Robert has been in the financial industry since July 2024. Robert is a graduate of Oklahoma State University and holds the Series 65 license. Robert's areas of specialization include portfolio management, financial planning, and investment management for individuals, pooled investment vehicles, and charitable organizations.

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ADVISOR BIO

Robert Hamilton Dudley is an investment advisor with Stifel, Nicolaus & Company, Inc. Robert has been in the industry since 2009 and is registered with the Financial Industry Regulatory Authority (FINRA) and in 24 states. Robert previously worked at STERNE, AGEE & LEACH, INC. and GLEACHER & COMPANY SECURITIES, INC. Robert holds the Series 63, SIE, and Series 7 licenses. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Robert Lassen Williams is a financial advisor with over 30 years of experience in the industry. Robert has a Series 63, Series 52, and SIE licenses. Robert is currently registered with RBC Capital Markets, LLC and previously worked for Sutro & Co. Incorporated. Robert is located in San Francisco, California.

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ADVISOR BIO

Robert Goddard is a financial advisor registered with Stifel, Nicolaus & Company, Inc. since 2011. Robert has been in the financial services industry since 2002. His expertise includes financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. He is also a Certified Financial Planner and holds the Series 7, Series 24, and Series 66 securities licenses.

SPECIALIZATIONS

ADVISOR BIO

Robert Eric Miller is a financial advisor with Stifel, Nicolaus & Company, Inc. Robert has over 27 years of experience in the financial services industry. Robert's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles. Robert has been registered with FINRA since 1996 and has passed the Series 7, Series 3, Series 55, Series 63, Series 66, Series 57TO and SIE exams. Robert is also a Chartered Financial Analyst (CFA).

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