Our Firm

Core Four

Our core four is a set of beliefs that have guided our business for more than a century and helps our clients thrive.

  • Our Clients Profit First
    Long experience teaches us that only when we ensure our clients' success do we ensure our own. Our clients' interests take precedence over all else. Our clients do more than succeed - they thrive.
  • We Prevail Together
    No one achieves greatness alone; we are all dependent on one another. Every member of our company, from sales to operations to research, plays a role without which we could not succeed.
  • Our Integrity is not for Sale
    Our employees value integrity foremost. Once stained, character cannot be reclaimed. Doing well must never replace doing right.
  • Listening Creates Possibilities
    When used properly, our ears are our most effective technology. This means not simply hearing what someone has to say, but what they really mean.

The goals and aspirations of our clients drive Sterne Agee’s products and services.

We believe that a coordinated team of understanding professionals, centered around clearly articulated and prioritized client goals and committed to service and the highest professional ethics, can contribute to our clients achieving their own unique goals.

We would be honored to help with your financial and estate planning needs. We invite you to contact us to discuss the outstanding financial solutions we offer.