Tailored to You
Proactive Wealth Planning Strategies
Schedule a Consultation$444 Billion in Client Assets Under Management
Stifel has nearly $444 billion in client assets under management.
As of December 31, 2023.
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.
Learn More About CharlieForbes’ 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.
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 TeamEach member of our team has extensive experience in wealth management and investment planning, yet each brings a unique blend of skills and financial knowledge.
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.
Thank you for your interest. We will be in touch as soon as possible!
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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Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
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Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
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Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
The Value of Financial PlanningFinancial planning is a crucial step in managing your financial future. Not only does it help you see your financial situation today, it also helps you think about those things you would like to do in the next five years, ten years, and throughout retirement.
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