Joanne McAfee, AAMS^®, AIF^®
Vice President/Investments

I began my investment industry career in 1995 and joined Stifel in 2011. Prior to joining Stifel, I served as an Investment Specialist with Charles Schwab (1995 to 2001). I served as a financial advisor with White Pacific Securities (2001 to 2002), Citigroup Global Markets (2002 to 2009), and Morgan Stanley Smith Barney (2009 to 2011). I hold Series, 7, 63, and 65 securities licenses.

I hold the Accredited Investment Fiduciary^® designation, which identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed fi360’s AIF^® examination.