Corporate Executive Services

We recognize that executives require a special kind of servicing to their accounts due to complex wealth accumulation and we can help!

Our Corporate Executive Serices department at Stifel is available to assist clients who are employees or insiders of publicly traded companies, as well as anyone affiliated with these insiders.

 The services that we can help you with are the Sale of Control and Restricted Securities, Rule 10b5-1 plans, and the taxes due when restricted stock units or restricted stock awards (RSUs/RSAs) vest.

Contact us for more information.