Chuck A. Roberts

Education

• Bachelor of Science, Business Management, Stony Brook University

Licenses and Certifications

• Series 7, General Securities Representative
• Series 65, Investment Advisor Representative

Experience
Chuck Roberts began his investment industry career in 1990 with Lehman Brothers and joined Stifel from Morgan Stanley in 2016.

Philosophy
I believe that identifying financial strategies begins with a solid understanding of each client's situation, goals, objectives, and risk tolerance.  I follow a disciplined process that enables us to work with you to craft a plan to help you pursue your goals:

• Develop a thorough understanding of your financial goals and objectives
• Review and analyze your current financial situation
• Identify and tailor a strategy for your individual needs
• Implement your customized strategy, including personalized services and benefits
• Review your strategy, meeting periodically to discuss your goals and needs

Whatever your financial goal – whether to grow your wealth, preserve it, or pass it on to others – you can count on us to help you with a strategy that is:

• Personal
  Highly individualized and committed to helping you pursue financial success

• Flexible
  Responsive to changes in your life and in your priorities over time

• Comprehensive
  Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us