Our Approach

Your Goals, Our Priority

We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.

Planning Your Financial Future

Starts Today.

Ardo began his investment industry career in 1999 and joined Stifel in 2021. Prior to Stifel, he served in various roles at Bank of America Merrill Lynch in New York City and Robertson Stephens in San Francisco. His goal is to help individuals and family offices manage their financial needs, as well as help businesses coordinate their exit strategies with their overall wealth management objectives and pursue profitability improvement.

During his tenure in New York, Ardo was Vice President in Global Corporate and Investment Banking, working as an Investment-Grade Debt Analyst. In this role, he covered the energy and technology sectors. He also worked as a desk analyst on the swaps trading desk.

Ardo earned a B.S. in Mechanical Engineering from the University of Texas at El Paso before earning an MBA from the University of Notre Dame. Wanting to give back to his community, he is a board member of Dallas CASA and a member of the advisory board of E-LEAD at UTEP’s college of engineering. He previously served on the board of Uplift Education for nine years.

Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

4.8 Billion in Net Revenues

in 2022.

As of December 31, 2022.

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