Verified recordFinancial Services

Roxanne Bryant

Senior Vice President Investments, Branch Manager - Stifel at Stifel Financial Corp

Based in Yakima County, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Yakima 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 Roxanne Bryant

I have been in the financial services industry since 1981 and have experience in different roles from operations to my current position as Branch Manager at Stifel's Wenatchee office. I work with many multi-generational families and focus on retiree and pre-retiree income planning through the firm's brokerage capabilities. Our team develops and implements investment strategies for business owners, individuals, and families. Using our principles and well-researched strategies, I strive to help my clients potentially protect and grow wealth over time. Specialties: Investment Planning, Wealth Management Strategies, 401(k) Accounts, Education Savings Plans, Asset Allocation, Retirement Income Strategies, Bonds, Stocks, Estate Planning Strategies, Roth IRA, Traditional IRA, SEP IRA, Fixed Annuities, Variable Annuities, Insurance Reviews, Mutual Funds, Unit Investment Trusts, Long-Term Care Insurance, ETFs, Options, Fixed Income, Life 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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