Serving clients throughout Wilmington, Wrightsville Beach, and the surrounding coastal communities.

Helping You Navigate Wealth With Clarity and Confidence

Guidance from financial advisors Sam Catlett, CFP^®, CPWA^®, CEPA^®, and Todd Godin, CPWA^®– helping simplify complex financial decisions.

With more than 50 years of combined industry experience serving high‑net‑worth and ultra‑high‑net‑worth families, business owners, and professionals, we provide thoughtful, personalized strategies supported by Stifel’s deep planning, trust, and estate resources.

Stifel

By the Numbers

Put simply, Stifel is a growth 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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2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2024.

600+ Investment Banking Professionals

Stifel's Investment Banking team consists of more than 600 investment banking professionals in eight industry groups and six product and service groups.

As of December 31, 2024.

250+ Public Finance Associates

We have more than 250 Public Finance associates in 44 offices.

As of December 31, 2024.

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