Shawn Pendleton

Background

About Shawn Pendleton

At Stifel, we believe in doing business face-to-face. We want to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals. Whether you want to plan for retirement, save for your children's college education, reduce your tax bills, or increase your investment income to meet monthly expenses, you can expect personalized, professional service. As a Stifel financial advisor, I can help you assess your current financial situation and tailor a plan to help you pursue your financial goals. Together, we can identify an appropriate asset allocation strategy and choose investments that are consistent with your objectives and your risk tolerance. As part of the Dickman Pendleton Wealth Management Group, my mission is to engage our professional investment team to provide guidance to our clients on ways to pursue their financial goals. I strive to accomplish this goal by employing a service-oriented strategy focusing on planning clients' needs within the framework of a well-defined investment plan, periodic review of the investment plan's performance, and our clients' personal objectives. If you like personally knowing the individual guiding your investments, please call or e-mail Pendletons@stifel.com. To find out how Stifel can serve your individual investment needs, check out Asset allocation does not ensure a profit or protect against 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: