Stifel | David J. Holperin

Your financial goals, needs, and dreams deserve to be treated with dedication, care, and personal responsibility. Having 33 years of investment industry experience, my clients have attested that these values have been the foundation of my entire practice. Leveraging my experience in the markets and Stifel's high-caliber resources, I develop comprehensive wealth management plans tailored to my clients' estate planning, trust, retirement planning, and wealth transfer needs. I am privileged to show you how I can serve you, your family, and your business across generations.