Jon brings the kind of seasoned approach that can only be realized with more than 50 years of experience in the investment industry. He has lived the boom and bust cycles since the 1960s and, more importantly, has provided leadership and discipline for his clients as their life events overlap with the current market conditions. Jon likes to say, “Hope is not a plan; a plan is a plan.” He believes financial decisions should be made with a flexible and well-crafted plan that stems from a deep understanding of the client’s unique set of circumstances.
Jon began his career as a runner on the floor of the New York Stock Exchange and went on to become a financial advisor and branch manager.
Outside the office, life is never dull with four children and six grandchildren. Whether it’s off to Disney with the family or sailing on his boat, Jon understands the importance of quality family time and a loving family tradition. One of Jon’s favorite places on earth is the family compound on Long Lake Maine, one that has been in the extended Irish family since 1910. John and his wife, Joan, have lived in Fairfield, Connecticut, for more than 40 years.
John began his investment industry career in 2006 and joined Stifel in 2023. He has been the managing partner of a team that offers nearly 70 years of combined experience, assisting families in Fairfield County, Connecticut, and the New York City Metro area pursue their financial goals. Most recently, he was Financial Advisor and Westport Branch Manager at Ameriprise Financial. Prior to forming E3 Wealth Advisory Group at Stifel, John served for 20 years as a pilot and intelligence officer in the U.S. Marine Corps and 10 years as a United Airlines Boeing 767 pilot.
John’s leadership and organizational skills are reflected in the group, facilitating efficient, long-term, and mutually respected relationships with his clients. His mission is to simplify clients’ financial lives – with a premium on the human connection. Each client situation is unique, and it’s vital to provide a level of service that each client feels they deserve.
John holds the Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
In addition, John earned a Bachelor of Science from the University of Colorado and an MBA in Public Administration from Columbia University. He is the recipient of The Air Medal, Combat Action Ribbon, and Meritorious Unit Citation for engagements during Operation Desert Storm and Enduring Freedom. He and his wife, Nina, live in Darien, Connecticut, with their two children, Soleil and Rafferty, and enjoy hiking, boating and music.
Stacy began her investment industry career in 2020 and joined Stifel in 2023. Prior to joining Stifel, Stacy spent 20 years in leadership at marketing and advertising agencies, working with global clients like Nestle, Unilever, and Allergan. Before Stacy became a Financial Advisor, she conducted focus groups and gathered insights about what their clients need. She discovered that many people, including herself, didn’t know what they should expect from their financial advisor. Stacy learned it’s not about “buying and selling stocks” – it’s about forming a strategic relationship with clients with a keen eye toward their financial goals. Stacy believes the great ones hold your hand through uncertainty and life events – they consider your entire financial life – and work with you to make smart, unemotional decisions.
Stacy’s goal is to provide top-tier client experience and guidance to her clients. She made both a life and career-changing decision to take her skills and apply them to helping people understand what they should expect from a financial advisor and delivering on that experience. Stacy holds Series 7, 24, and 66 securities licenses, including life and health insurance licenses.
Outside the office, Stacy and her husband, Diggi, live in North Stamford with their two boys, Dexter and Ramsay. In between chauffeuring them to School of Rock and Rugby practice, she enjoys entertaining while cooking on her outdoor wood fireplace, playing the violin, and creating art.
Jasmina joined Stifel in 2023 after spending nearly two years working at Morgan Stanley, where she gained knowledge in processes and investment implementation support. She prides herself on communicating effectively and having a strong work ethic and has a gift for connecting with people. She believes in working closely with the team and clients to develop a deep understanding of how to best create a high-caliber client experience.
Jasmina earned a B.S. in Finance from Sacred Heart University. She currently resides in Stamford, Connecticut, with her family. Outside the office, you can find her in the gym, out with family and friends, or vacationing in her favorite sunshine state, Florida. Jasmina’s main priority has always been having memorable and quality experiences with the people she loves.
