Bob Stockdale, CFP® is First Vice President/Investments and Branch Manager at Stifel in O’Fallon, Missouri. For nearly 20 years, Bob has helped clients develop and navigate their personal investments. Bob helps investors review their current investments, conduct a comprehensive retirement plan review, and select customized investment management options.
Bob follows a well-defined investment process with all of his clients, including assessing the client’s current situation, defining an asset allocation, implementing a customized investment strategy, and regularly monitoring progress toward the client’s financial goals.
Every Saturday, Bob hosts On the Money with Bob Stockdale from 11 a.m. to 12 p.m. on FM News Talk 97.1 in St. Louis. During the show, Bob offers listeners unbiased investment advice, education, and commentary on the latest financial news.
In addition to attaining the CFP® certification, Bob holds FINRA Series 7, 9, 10, 31, 63, and 65 licenses. Bob received a Master of Business Administration degree from Southern Illinois University Edwardsville and a bachelor’s degree in Management from Webster University. He has taught financial classes at St. Louis Community College and hosted numerous seminars in the St. Louis area focused on retirement planning and investing.
Bob is an avid outdoorsman and enjoys hunting, fishing, and golf. Bob and his wife, Beth, have three children and live in Cottleville, Missouri.