The Steinman Tomlinson Advisory Group
Prior to joining Stifel in 2020, she worked at UBS Financial Services and Merrill Lynch Bank of America as a Senior Vice President/Investments. Prior to that, she spent seven years at Air France as a Divisional Director, International Corporate Sales Director, and Reengineering Process Project Manager, reporting to the CEO. She began her career as an Analyst for Lloyd’s Bank in London.
Marie leverages the robust resources and services at Stifel, one of the nation’s leading wealth management and investment banking firms, to address a variety of client needs, including cash flow, wealth and legacy planning, trust and estate planning strategies, tax planning strategies, and more. She has also received invitations to the Barron’s Top Women Advisors summit and the Fortune Most Powerful Women Summit. She attained the CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning and holds Series 7 and 66 securities licenses.
In her free time, Marie enjoys running marathons, sailing, and traveling with her four children, who are also runners and compete in Junior Olympics. As a family, they love to volunteer and are currently involved in building a school in Fiji. Marie was born and raised in France and lived in Paris, where she played chess competitively and is a former junior national ranked chess player.
Forbes’ America’s Top Women Wealth Advisors Best-in-State rankings are based on the 12-month period ending September 30 of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Mike earned an M.F.A. from Temple University – Raleigh and holds Series 7, 31, and 66 securities licenses.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Prior to joining Stifel in 2020, Susan was with Merrill Lynch Bank of America for most of her career. Started as a teller at Bank of America’s Larchmont branch and, from there, worked her way up to Merrill Edge and Merrill Lynch.
Susan was born and raised in Los Angeles and is a proud mom to two beautiful girls, Sofia and Lucia, and is currently living in Palmdale, California. Her husband, Willie, and two daughters enjoy being outdoors, traveling, going to Disneyland, and are big fans of the LA Kings, LAFC, and Dodgers.
Dominic was born and raised in Southern California. Outside the office, he is committed to helping charitable causes, including Battle Cancer fitness fundraising events, Leukemia and Lymphoma Society “Light the Night” events, among other community service. He is also an INSPIRE AYA advisory panel member.
Monica began her career in financial services in 1991 at A.G. Edwards. She has earned her Accredited Asset Management Specialist™ certification from the College of Financial Planning and holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses.
Outside of the office, Monica enjoys spending time with her husband, Eric, and their two children, Gabriella and Brody.