Tim Roberson - Stifel
(629) 241-6690
100 Winners Circle, Suite 310, Brentwood, Tennessee, 37027
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
"Stifel’s wealth management process consists of six steps that help get an overview of your current situation, choices available, and what must be done to pursue goals. The process involves gathering relevant financial information, determining your goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.