1890 The Year We Were Founded
and we're still going strong.
Our Approach
Your Goals, Our Priority
We take a different approach to wealth management. One that involves understanding your financial goals, what motivates you, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specifically to your unique, ever-changing situation.
About Me
David began his investment industry career in 2000 and joined Stifel in 2017. Prior to joining Stifel, he served as a financial advisor with Edward Jones, Morgan Stanley, A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors.
David earned a B.S. in Business Administration from Southern Illinois University – Edwardsville and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
David and his wife have two children, Mark and Michelle. Outside of the office, he helps coach his children’s sports teams. David enjoys reading, traveling, and playing sports.
David H. Safarian Named
2023 | 2024 | 2025
Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC 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.
Philosophy
"Planning is not a single event – it is a process."
My mission is to help you plan for a financial future that aligns with your long-term goals while delivering high-caliber, personalized service.
With integrity as a cornerstone of my practice, I employ a four-step process that serves as a roadmap toward your financial goals:
STEP 1: UNDERSTANDING YOUR GOALS
We will take a deep dive into your financial information and goals to start creating a skeleton of your personal plan. If appropriate, I can consult with your legal and/or tax advisors to gain a more well-rounded understanding of your financial picture.
STEP 2: DEVELOPING YOUR PLAN
We will work together in preparing a comprehensive plan. This will give us an opportunity to ask additional questions and confirm the interpretation of your investment goals. I will then begin to discuss specific investment strategies as they relate to your goals and overall investment behavior.
STEP 3: IMPLEMENTING YOUR PLAN
I will make sure that you understand and are comfortable with your investment strategy. Once I receive your approval, we will move forward with an appropriate investment allocation to support your goals, concerns, risk tolerances, and financial circumstances.
STEP 4: PERIODICALLY EVALUATING PROGRESS WITH YOU
I am committed to periodically reviewing your plan with you – as well as the allocations within your portfolio – and rebalancing as necessary based on changes in the markets and your life.
You should expect to receive monthly statements and an annual tax summary. I am committed to an open-door policy, so please feel free to contact my office with any questions, concerns, or ideas.
With integrity as a cornerstone of my practice, I employ a four-step process that serves as a roadmap toward your financial goals:
STEP 1: UNDERSTANDING YOUR GOALS
We will take a deep dive into your financial information and goals to start creating a skeleton of your personal plan. If appropriate, I can consult with your legal and/or tax advisors to gain a more well-rounded understanding of your financial picture.
STEP 2: DEVELOPING YOUR PLAN
We will work together in preparing a comprehensive plan. This will give us an opportunity to ask additional questions and confirm the interpretation of your investment goals. I will then begin to discuss specific investment strategies as they relate to your goals and overall investment behavior.
STEP 3: IMPLEMENTING YOUR PLAN
I will make sure that you understand and are comfortable with your investment strategy. Once I receive your approval, we will move forward with an appropriate investment allocation to support your goals, concerns, risk tolerances, and financial circumstances.
STEP 4: PERIODICALLY EVALUATING PROGRESS WITH YOU
I am committed to periodically reviewing your plan with you – as well as the allocations within your portfolio – and rebalancing as necessary based on changes in the markets and your life.
You should expect to receive monthly statements and an annual tax summary. I am committed to an open-door policy, so please feel free to contact my office with any questions, concerns, or ideas.
Asset allocation does not ensure a profit or protect against loss. Rebalancing may have tax consequences, which you should discuss with your tax advisor. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Stifel
By the Numbers
Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2024.
Stay in the Loop
Sign up to receive news, event invitations, and investment insights directly to your inbox.
Thank you. Your message has been sent.
There was an error. Please try again.