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Planning for the preservation and efficient transfer of wealth is a concern for many, and Stifel Nicolaus can provide services to help meet each individual's planning objectives. Through the Stifel / Comerica Bank and Trust Alliance, a strategic alliance between Stifel Nicolaus and Comerica Bank and Trust, N.A., Stifel Financial Advisors can work with clients and their other advisors to provide guidance in fulfilling family estate planning needs. The Stifel/Comerica Bank and Trust Alliance provides professional, individualized asset management through Stifel Nicolaus and high-quality trust administration through Comerica Bank and Trust.
Trust Services Contact Michael Axelrod (314) 342-2192 (314) 342-2250 - Fax axelrodm@stifel.com
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