Verified recordFinancial Services

Robert Capone

Senior Vice President Investments - Stifel at Stifel Financial Corp

Based in Providence County, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Providence County

Industry

Financial Services

Company size

7.3K

Contact information

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Email

1 credit

r•••••••@stifel.com

Phone

5 credits

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Background

About Robert Capone

As Senior Vice President/Investments in Stifel’s Providence office, I offer 40-plus years of investment services experience developing strategies for high-net-worth individuals, their families, and their businesses to help them pursue their short- and long-term financial goals. My consultative approach involves: •Listening and reviewing your financial situation, preferences, and goals •Recommending investment opportunities designed to accurately reflect your income and growth goals •Following up with our discussions and monitoring your progress Whether you are retiring, looking to change advisors, getting divorced, dealing with the death of a spouse, or seeking to handle an inheritance wisely, I can help you develop an investment plan to help you pursue your unique goals. I also work diligently to ensure you have the appropriate professionals in place to serve your tax and legal needs as Stifel does not offer tax or legal advice. Give me a call at (401) 421-1045, or e-mail me at caponer@stifel.com, to schedule a free consultation. Please visit for educational information to help you along your financial journey. Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

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