Suzanne L. Walsh

Senior Vice President/Investments

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Suzanne began her investment industry career in 1987 and has been a licensed financial advisor since 1994. She holds Series 7, 63, and 65 licenses, as well as life, health, and variable insurance licenses (including annuities).

Robert C. Ungerer

CFP

CFP

Senior Vice President/Investments

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Bob has been a licensed financial advisor since 1978 and has held the CERTIFIED FINANCIAL PLANNER® certification since 1987. In addition, he earned a B.B.A. in Finance from the University of Miami and holds Series 7, 24, 53, and 63 securities licenses, as well as life, health and variable insurance licenses (including annuities).

Bob and Suzanne both joined Stifel in 2010. They have worked together as a team since 1988, establishing a strong relationship with their clients based on trust and a thorough understanding of their needs and objectives. They encourage their clients to engage in the wealth planning process to help define their objectives, assess their financial and non-financial assets, determine their risk tolerance, and create a plan of action to pursue their goals.

Bruce J. Keenan, Jr.

MBA, CFP

MBA, CFP

Associate Vice President/Investments

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Bruce joined Bob and Suzanne as a licensed financial advisor in 2019. He earned a B.A. in Economics from Bucknell University, as well as an MBA with a focus on Global Supply Chain Management from Arkansas State University. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Maryann Distasio

Senior Registered Client Service Associate

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Maryann has been in the financial services industry for nearly 40 years. She holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses.

Alec Marinaccio

Client Service Associate

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Alec began his financial services career at Stifel in 2024. He earned a Bachelor of Science in Finance from St. John’s University.