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Stifel

John E. Shirey, CFPSenior Vice President/Investments

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  • [email protected]
    (214) 939-7639
    FINRA's BrokerCheck
    visit us at LinkedIn
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Fee-Based & Holistic

My Approach

My approach to building an investing strategy is holistic in that it combines objective data, such as your wealth management plan, with subjective data, such as your preferences, attitudes, and feelings toward investing.  My approach seeks to allow you a comfortable place to take inventory of your financial holdings and to develop a clearer mindset.  The ultimate goal is helping you in your quest toward financial freedom.

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Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 
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Investing involves risk, including the possible loss of principal invested.

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