Meet Our Team
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Suzanne L. Walsh Suzanne began her investment industry career in 1987 and joined Stifel in 2010. Throughout her career, she has gained a unique insight into the principles of individual care. She listens to her clients' specific needs and spends as much time as necessary to gather essential information regarding their comprehensive financial picture. Suzanne attended Dowling College and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
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Robert C. Ungerer, CFP® Bob began his investment industry career in 1978 and joined Stifel in 2010. He has gained extensive knowledge throughout his investment industry career and understands the various and unique financial concerns of high-net-worth individuals, nonprofit organizations, and small businesses. Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Bob has received training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning. By forming a close, trusted relationship with his clients, he develops customized investment plans that are suited to their risk tolerance and time horizon. He continually reviews his clients' plan's performance to ensure they stay on track toward their goals. Bob earned a B.B.A. in Finance from the University of Miami and holds Series 5, 7, 15, 24, 53, and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). An advocate for continuing his financial education and keeping his clients informed, Bob is a member of the Financial Planning Association.
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Bruce J. Keenan, Jr. Bruce began his investment industry career with Bob and Suzanne at Stifel in 2019. Taking a team-oriented approach, they have worked hard to establish strong relationships with their clients based on trust and a thorough understanding of their needs and objectives. They encourage all of their clients to engage in the financial planning process offered through Stifel's Wealth Planning Department in order to define the clients' objectives, assess financial and non-financial assets, determine risk tolerances, and create a plan of action to help them pursue their goals. Bruce earned a B.A. in Economics from the Bucknell University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
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Maryann Distasio Maryann has been in the financial services industry since 1983. She holds Series 7 and 63 licenses, as well as life, health, and variable insurance licenses (including annuities). An integral part of the team, Maryann focuses on client relationship building and supporting the team's operational duties. She is responsible for onboarding, fielding questions, and resolving account-related issues, all while delivering an outstanding service experience to our clients, their families, and prospects.
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Stifel and its associates do not provide tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation.