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Proactive Wealth Planning Strategies

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Charlie Galli is proud to be

Named to Forbes' 2022 Best-In-State Wealth Advisor List

The list spotlights more than 5,000 top-performing advisors selected from a pool of 34,925.  Advisors were nominated by their firms then researched, interviewed, and assigned rankings within their respective states.

Forbes’ Best-In-State Wealth Advisors, April 7, 2022, based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.

Learn More About Charlie

Planning Your Financial Future

Starts Today.

We believe that managing your wealth involves far more than managing your portfolio.  It begins with developing a comprehensive understanding of who you are and the financial forces at work in your life.  It means helping you to understand and respond appropriately to these forces.  And, of course, it means helping you invest your assets in a way that reflects your life and the uniqueness of your long-term goals.

Each member of our team has extensive experience in wealth management and investment planning, yet each brings a unique blend of skills and financial knowledge.
Meet Our Team

Investment Approach

As a portfolio manager in Stifel's Solutions Program, Charlie manages assets on a risk-adjusted discretionary basis using a pre-screened investment approach. This enables him to quickly react to market conditions when implementing clients' investment strategies. The result is customized investment management, with strategies tailored to each clients' specific needs and objectives.

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Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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$444 Billion in Client Assets Under Management

Stifel has nearly $444 billion in client assets under management.

As of December 31, 2023.

Contact Us

If you have questions or wish to discuss an existing or new account, please reach out to our team. We value your business and look forward to hearing from you.

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