Our Team

Marie Steinman, CFP^®
Senior Vice President/Investments

Marie is dedicated to understanding the financial priorities of high-net-worth individuals, providing them with personalized attention and disciplined, customized investment strategies.

Leveraging the robust resources and services of Stifel, a national leading wealth management and investment banking firm, Marie is well-positioned 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 received invitations to the Barron's Top Women Advisors summit and the Fortune Most Powerful Women Summit.  She attained the CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification awarded by the College for Financial Planning and holds Series 7 and 66 securities licenses.

Marie spent 9 years at UBS Financial Services, 6 years at Merrill Lynch Bank of America, before joining Stifel as Senior Vice Presidents/Investments. Prior to becoming a financial advisor, she spent seven years at Air France as Divisional Director, International Corporate Sales Director, and Reengineering Process Project Manager, reporting to the CEO.  She began her career as an Analyst for the Lloyd's Bank in London.

She and her husband compete in marathons and have four children.  Marie is also a former nationally ranked junior chess champion.

Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.

Susan Carballo
Client Service Associate

Susan has more than 16 years of design, project management, and financial services experience. She moved with Marie to Stifel in 2020, serving as the first point of contact for clients and prospects.  She is truly passionate about creating an outstanding client experience by providing a high level of service.  She assists clients with all questions and requests regarding their accounts with Stifel.