Gary Rosenberg, Vice President / Investments - Stifel

Earlier in my career, I worked in the construction industry, where every project started with a strong foundation.

Today, as a financial advisor, I specialize in helping my clients build tax-efficient portfolios using bonds as the solid foundation.

I start with laddered municipal bonds, which are a particularly effective means of generating tax-advantaged monthly income streams, and supplement them with a well-rounded mix of government bonds, corporate bonds, and equities. Bond laddering does not assure a profit or protect against loss in a declining market. Yields and market values will fluctuate, and if sold prior to maturity, bonds may be worth more or less than the original investment.

My approach to serving clients is rooted in building trust by treating them how I like to be treated, educating them, and integrating their objectives into a personalized investment plan that can be updated as life changes occur.

My client base consists of a number of doctors, dentists, and other busy professionals who simply don’t have the time required to effectively research and manage their portfolios. I also enjoy setting up retirement plans for small businesses and self-employed individuals.

After hours by appointment only.

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