Joanne McAfee, AAMS™, AIF®
Vice President/Investments

I began my investment industry career in 1995 and joined Stifel in 2011. Prior to joining Stifel, I served as an Investment Specialist with Charles Schwab from 1995 to 2001. Additionally, I served as a financial advisor with White Pacific Securities from 2001 to 2002, Citigroup Global Markets from 2002 to 2009, and Morgan Stanley Smith Barney from 2009 to 2011. I hold Series 7, 63, and 65 securities licenses.

Having earned the Accredited Investment Fiduciary® designation, I have met the experience requirements of the Center for Fiduciary Studies, a division of fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed fi360’s AIF® examination. I have also earned the Accredited Asset Management Specialist™ designation, which identifies those individuals who have received specialized training in wealth management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues.