Michael Staufenberger
First Vice President/Investments
Branch Manager
Stifel

 

 



 

Helping You Pursue Your Financial Goals

Today's investment climate may offer potential opportunities. At Stifel, our mission is to help clients take advantage of those potential opportunities by providing them with three key tools:   

  1. A clear understanding of their financial goals
  2. A well-defined road map for pursuing those goals
  3. Ongoing guidance to help adjust their road map when their needs change

Stifel services cover all areas of investment management, from investment and retirement planning strategies to risk mitigation and estate conservation strategies. We specialize in helping our clients develop a comprehensive, cohesive investment plan that fits their unique needs and enables them to pursue both short- and long-term objectives.

On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. On our website, we offer educational articles that outline financial concepts and highlight strategies designed to fill the gaps in your investment plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing.

For help with your investment management, or for more information about Stifel, please contact me

 at (973) 598-8301or by e-mail at  michael.staufenberger@stifel.com

Let Me Introduce Myself

My financial advisor practice specializes in individuals and small businesses. My team develops detailed investment plans for all of our clients to develop a "roadmap" to help them pursue their financial and personal goals. We help create a variety of different plans to fit our clients' goals including: retirement, educational, survivor, and more.  We realize that no two clients are ever the same, and so we go to great efforts and dedicate considerable time to understanding who our clients really are as people, what their financial circumstances and time frames are, the level of their experience in the financial world, and what risks they're willing to take in order to pursue their goals. Only after their financial picture is fully understood is action taken to implement an individually designed portfolio. We will help you pursue your financial goals. 

I have worked in the financial services industry as a financial advisor for 27 years. For the past 13 years, I have also been a Branch Manager for Stifel.

 

My goals in the industry, and that of my team, is to provide an unparalleled level of service to our clients to help to guide them towards pursuing their financial and personal goals.

 

 

Experience

First Vice President/Investments, Branch Manager 

Stifel Financial Corp.

 – Present, Roxbury, New Jersey

I help individuals and small businesses. I develop detailed investment plans for all of my clients to develop a "roadmap" to help them pursue their financial goals. I help create a variety of different plans to fit my clients' goals including: retirement, educational, survivor, and more. While working with your attorney, I can also help with estate planning strategies. I realize that no two clients are ever the same, and so I go to great efforts and dedicate considerable time to understanding who my clients really are as people, what their financial circumstances and time frames are, the level of their experience in the financial world, and what risks they're willing to take in order to pursue their goals. Only after their financial picture is fully understood is action taken to implement an individually designed portfolio. 

 

Financial Consultant

Merrill Lynch

– Roseland, New Jersey

After 11 years with IBM, I made a big career decision and joined Merrill Lynch.  It was here that I developed the foundation for my long career in the financial services industry. My focus was in the area of financial planning, and I quickly realized the importance of ensuring that each client had a comprehensive financial plan designed to complement their individual needs. Implementing these specially designed plans, in my opinion, is the key to their success.

 

Administrative Operations Manager/Personnel Specialist/Financial Analyst

IBM

– Parsippany, New Jersey

I joined IBM after graduating from Seton Hall University. I held a number of positions during my tenure as indicated above. Each of these positions provided me with valuable early career experiences and laid the groundwork for how I operate in business to this day. These positions enabled me to gain a firm grasp of the financial industry and how it applies to individuals. They also taught me how to integrate clients' personal situations when organizing and administering the many variables that go into developing a good long-term strategy.

 

 

Certifications

Series 7, General Securities Representative 

– Present

 

Series 63, Uniform Securities Agent

– Present

 

Series 8, General Securities Supervisor

– Present

 

Series 65, Uniform Investment Advisor

July 2002 – Present

 

Education

Seton Hall University

B.S.B.A. in Management and Industrial Relations

Activities and Societies:  Seton Hall Varsity Football l

 

Interests:

My main priorities in life have and always will be my family and friends. At the top of the list are my three wonderful children. As an avid sportsman, I have been actively involved with teaching and coaching all three of them in football, wrestling, basketball, softball, baseball, soccer, and skiing. My coaching days are now over, but we remain a very close family. I am also an avid outdoorsman and enjoy working my farm as well as fishing and camping. Some of my future goals include learning how to play an instrument, reading more, and also doing more traveling. I have recently had the opportunity to travel to locations like Montana, Puerto Rico, and Colorado with my family and friends.

 

Additional Organizations:

Chamber of Commerce, (Stifel Financial Corp., its affiliates, or subsidiaries do not endorse nor have any direct or indirect responsibility with respect to these activities.)