Sandy Dose

Background

About Sandy Dose

I have been a financial advisor since 1985, and I have established a process, yes there is a process, to determine when accumulating wealth is possible and when wealth preservation is required. No financial advisor can control the markets; it's about adaptation. I certainly don't believe in "set-it-and-forget-it" pie charts! I joined this business to help people and, in doing so, it has kept me in the business for a long time. I take pride in my process; I believe it is more scientific. I use a three part investment process: two parts are Supply and Demand Analysis, also known as Technical Analysis, and one part Fundamental Analysis, of the kind learned in earning an MBA. Why is this important? It takes emotional and impulsive actions out of investing. Interests: Golf, music (especially jazz), and duplicate bridge 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: