WINTER WEALTH MANAGEMENT GROUP - Key Persons
Brooke grew up in Shallowater, Texas, and went on to Lubbock, where she received a bachelor's degree from Texas Tech University. Following graduation, she spent a year in Spain teaching English, before she moved to the DFW area to begin her financial services career. Outside of the office, Brooke enjoys spending time with her family and friends, being active in her church, and playing tennis.
Job Titles:
- Registered Client Service Associate
Josue was born in the Democratic Republic of Congo and has lived in the United States since 2002. He brings a lot of passion for working with families and wants to use that passion to serve our clients in his role as a client service associate. He received a bachelor's degree in Psychology from Oral Roberts University and went on to get his MBA from Texas A&M Commerce. Outside of the office, Josue enjoys spending time with family and friends. He leads a bible study every Thursday night for young adults at his church, enjoys having game nights, learning how to cook new dishes, watching and playing sports, and being an active member of his community.
Stifel's banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor's individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Phillip began his investment industry career in 1998 and joined the team in 2002. Prior to Stifel, he spent the majority of his extensive career with Merrill Lynch.
As a portfolio manager in Stifel's Solutions Program, he adapts strategies designed to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services. The result is customized investment management, with strategies tailored to clients' specific needs or objectives.
Phillip attained the Chartered Financial Consultant® designation from the American College of Financial Services and holds applicable securities registrations. Phillip graduated from The Ohio State University with a B.S.B.A. in Finance.
Active in the community, he is a current member of Timarron Country Club and Gateway Church. He has been married to his wife, Laurie, for nearly 30 years. They have two daughters, Ainsley and Adelynn.
Job Titles:
- Associate
- Senior Vice President / Investments, Portfolio Manager - Solutions Program
- Senior Vice President, Senior Resident Director, and Portfolio Manager at Merrill Lynch
Robert has dedicated nearly 25 years to helping his clients navigate the markets and pursue their financial goals. Throughout his extensive career, his passion and excitement to help families with their wealth management needs has only continued to grow. He joined Stifel in 2019, upon the opening of the firm's wealth management branch in Southlake, Texas.
From 2003, until his move to Stifel, Robert has served as a Senior Vice President, Senior Resident Director, and Portfolio Manager at Merrill Lynch. Prior to Merrill Lynch, he served as a Financial Advisor in Dallas at PaineWebber/UBS Financial Securities from 1998 to 2003.
Robert values the ability to commit time and attention to his clients and focus on their unique financial and life goals. Through Stifel's integrated financial planning platform, Robert guides his clients in the areas of wealth management, retirement planning, estate planning strategies, and wealth transfer strategies, as well as access to banking and lending services. His portfolio architecture includes a focus on goals-based investment strategies, asset allocation, risk management strategies, and tax awareness. He has earned the Certified Private Wealth Advisor® designation, which is administered by the Investments & Wealth Institute™ and is designated as a portfolio manager within Stifel's Solutions Program. In addition, he holds Series 7, 9 & 10, 63, and 65 securities licenses.
A proud Baylor Bear and supportive alumnus, Robert graduated from Baylor University with a B.B.A. in Marketing and Management. He is a longstanding member of Gateway Church and supports multiple charities dedicated to assisting children. He also volunteers as an instructor and part-time coach at North Texas Baseball Club, developing young men who are aspiring to advance to the collegiate level. He is a resident of Southlake and is married with three adult children. When away from work, he enjoys fitness, the mountains, beaches, outdoor activities, and sports with his family and friends.