The Coastal Financial Strategies Group's mission is to create a collaborative team structure that delivers valuable, insightful, and impactful investment and retirement income strategies within our community and amongst their clients and peers.

With a focus on planning, value, and open communication, we believe that your wealth management plan should be as unique as your current and future financial situation, goals, and needs.  To do this, we couple our experience with Stifel's robust resources to help you pursue your short- and long-term goals.

 

Alvin Spencer, Jr, Managing Director/Investments Joshua M. Glass, Managing Director/Investments Michael Anderson, Managing Director/Investments
Alvin V. Spencer Jr.
Managing Director/Investments
Regional Director, Michigan
Joshua M. Glass
Managing Director/Investments
Michael Anderson
Managing Director/Investments
Clark Standish, CRPC, First Vice President/Investments Coastal Financial Strategies Group Richard Williams, Financial Advisor Associate
J. Clark Standish, CRPC®
First Vice President/Investments
  Richard Williams
Financial Advisor Associate
Chris Armour, Financial Advisor Associate Jon Randall, CPFA, Vice President/Investments Matthew C. Battenberg, Vice President/Investments
Chris Armour
Financial Advisor Associate
Jon Randall, CPFA
Vice President/Investments
Matthew C. Battenberg
Vice President/Investments

 

 

PROUD TO BE NAMED TO

2021 Forbes' Best-In-State Wealth Advisors List*

Alvin V. Spencer, Jr.
Managing Director/Investments
Regional Director, Michigan

Joshua M. Glass
Managing Director/Investments
 

Michael Anderson
Managing Director/Investments

*To view the 2021 Forbes' Ranking of Best-In-State Wealth Advisors: Methodology, click below:

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Forbes' Best-In-State Wealth Advisors, February 11, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,725 nominations. Advisors in the Best-In-State Wealth Advisors list were judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.

 

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Organize Your Financial Life With Stifel Wealth Tracker 

       View Stifel's Outlook 2021 Spotlight No. 3

 

 

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