Stifel Wealth

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

629 Green Valley Rd Ste 211, Greensboro,...

Phone Number

(336) 478-3700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Stifel Wealth

Gonzales-Barbee Wealth Management Group, part of Stifel, offers a comprehensive range of financial services tailored for high net worth investors in Greensboro, NC. They specialize in developing customized investment strategies that address clients' unique needs and help them achieve both short- and long-term financial objectives. The firm employs a holistic approach to wealth management, encompassing investments, insurance, retirement, and estate planning. Their commitment is to make a significant impact on the lives of their clients by understanding their goals and providing personalized financial solutions.Explore more
Stifel Wealth's Social MediaPopular SearchesStifel WealthGonzales Barbee Wealth ManagementStifel Wealth TrackerStifelSIC Code 62,628NAICS Code 52,523Show more

Stifel Wealth Org Chart

PhoneEmail
GG
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Senior VP, Investments

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GG
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stifel Wealth

<$5M
1-10
Private
-
-
GG
Gregory GonzalesSenior VP, Investments
$5M
11-50
Private
-
-
EA
Elizabeth AlbrechtSenior Registered Associate - Administrative Manager
<$5M
1-10
Private
-
2007
AR
Ashley ReiterDirector, Financial Planning & Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2019
PM
Patrick MeyerDirector and Partner, PIM Portfolio Manager
<$5M
1-10
Private
-
-
ML
Mary LukeAdministrative Assistant
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
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Stifel Wealth Tech Stack

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Frequently Asked Questions Regarding Stifel Wealth

What is Stifel Wealth's official website?
Stifel Wealth's official website is www.gbwealthmanagementgroup.com
What is Stifel Wealth's Revenue?
Stifel Wealth's revenue is <$5 Million
What is Stifel Wealth's SIC code?
Stifel Wealth's SIC: 62,628
What is Stifel Wealth's NAICS code?
Stifel Wealth's NAICS: 52,523
How many employees does Stifel Wealth have?
Stifel Wealth has 1-10 employees
What industry does Stifel Wealth belong to?
Stifel Wealth is in the industry of: Finance, Securities Trading
What is Stifel Wealth competition?
Stifel Wealth top competitors include: Copper Canyon Wealth Management, Celtic Wealth Management Group, Bshapiro Financial, River Hills Wealth Management
What technology does Stifel Wealth use?
Some of the popular technologies that Stifel Wealth uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Cloudflare Security
How do I contact Stifel Wealth?
Stifel Wealth contact info: Phone number: (336) 478-3700 Website: www.gbwealthmanagementgroup.com
What does Stifel Wealth do?

Gonzales-Barbee Wealth Management Group, part of Stifel, offers a comprehensive range of financial services tailored for high net worth investors in Greensboro, NC. They specialize in developing customized investment strategies that address clients' unique needs and help them achieve both short- and long-term financial objectives. The firm employs... a holistic approach to wealth management, encompassing investments, insurance, retirement, and estate planning. Their commitment is to make a significant impact on the lives of their clients by understanding their goals and providing personalized financial solutions.Read More

What are Stifel Wealth social media links?
Stifel Wealth Twitter page
Is Stifel Wealth a public company?
Stifel Wealth is private company therefore does not currently have an official ticker symbol
See more information about Stifel Wealth

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