Thomas E. Lieser, Jr., CFP®
Managing Director/Investments, Branch Manager
- Forbes’ Best-in-State Wealth Advisors – 2021, 2022, 2023
- Forbes’ Best-in-State Wealth Management Teams – 2023
- AdvisorHub’s Advisors to Watch – 2022, 2023
Forbes’ Best-in-State Wealth Advisors, February 11, 2021, April 7, 2022, and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication, and Forbes’ Best-in-State Wealth Management Teams, January 12, 2023, based on the 12-month period ending March 31 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Forbes is a registered trademark of Forbes, Inc. All rights reserved. AdvisorHub’s Advisors to Watch, September 19, 2022 and June 20, 2023, each based on the 12-month period ending December 31 of the year prior to publication, are selected from a pool of nominations as indicated in the methodology. SHOOK Research, Forbes, and AdvisorHub do not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Leigh Anne Gage, CFP®
Senior Vice President/Investments
- Forbes’ Best-in-State Women Wealth Advisors – 2022, 2023
- Forbes’ Top Next-Gen Wealth Advisors – 2017, 2018
- Forbes’ Best-in-State Wealth Advisors – 2023
- Forbes’ Best-in-State Wealth Management Teams – 2023
- Working Mother’s Top Wealth Advisor Moms – 2020, 2021
Working Mother’s Top Wealth Advisor Moms, July 22, 2020 and September 21, 2021, each based on the 12-month period ending March 31 of the year of publication. Forbes’ Best-in-State Women Wealth Advisors, February 4, 2022 and February 2, 2023, each based on the 12-month period ending September 30 of the year prior to publication, Forbes’ Best-in-State Wealth Advisors, April 4, 2023, based on the 12-month period ending June 30 of the year prior to publication, Forbes’ Top Next-Gen Wealth Advisors, July 25, 2017 and July 25, 2018, each based on the 12-month period ending March 31 of the year in which published, and Forbes’ Best-in-State Wealth Management Teams, January 12, 2023, based on the 12-month period ending March 31 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. SHOOK Research, Forbes, and Working Mother do not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Tom L. Awadalla, CFP®
Senior Vice President/Investments
- Forbes’ Best-in-State Wealth Advisors – 2019
- Forbes’ Best-in-State Next-Gen Wealth Advisors – 2019, 2022
- Forbes’ Best-in-State Wealth Management Teams – 2023
Forbes’ Best-in-State Next-Gen Wealth Advisors, September 3, 2019 and August 3, 2022, each based on the 12-month period ending March 31 of the year in which published, Forbes’ Best-in-State Wealth Advisors, February 21, 2019, based on the 12-month period ending June 30 of the year prior to publication, and Forbes’ Best-in-State Wealth Management Teams, January 12, 2023, based on the 12-month period ending March 31 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.