Gonzales Barbee Wealth Management Group

At Stifel, we are dedicated to providing our clients with comprehensive and personalized financial planning and investment management services. Our team of experienced professionals, led by Gregory E. Gonzales and Christopher T. Barbee, CFP, is committed to helping individuals, families, and organizations achieve their financial goals and secure their financial futures.

Our Services

At Stifel, we offer a range of services designed to help our clients achieve their financial objectives. These services include:

• Wealth Management: Our team of experienced investment professionals will work with you to create a personalized investment strategy tailored to your unique needs and goals.
• Retirement Planning: We will help you plan for a financially secure retirement by creating a customized strategy to help you achieve your retirement goals.
• Estate Planning: We will work with you to create a comprehensive estate plan, including the planning of your assets, taxes, and legacy.
• Long-Term Care Planning: We will help you plan for the potential need for long-term care, including insurance options and long-term care strategies.
• Life Insurance Planning: We will help you evaluate your life insurance needs and create a plan to ensure that your loved ones are protected in the event of your passing.
• 401(k) and Retirement Plans: We will help you understand and navigate your 401(k) and other retirement plan options, ensuring that you are making the most of your benefits.
• Insurance Planning: We will work with you to create a comprehensive insurance plan, including life, disability, and long-term care insurance options.

Our Team

At Stifel, we are proud of our team of experienced and knowledgeable professionals. Our team includes:

• Gregory E. Gonzales: Senior Vice President/Investments, with over 37 years of experience in the investment services industry.
• Christopher T. Barbee, CFP: First Vice President/Investments, with over 20 years of experience in the financial services industry.
• Grant Gillespie: Financial Advisor, with a strong background in wealth management and investment planning.
• Jen Lee Cockman: Registered Client Service Associate, with extensive experience in client service and relationship-building.

Our History

At Stifel, we have a long history of providing exceptional financial planning and investment management services to our clients. Our team has a deep understanding of the financial services industry, with extensive experience in helping individuals, families, and organizations achieve their financial goals.

Newsletters and Articles

At Stifel, we believe in the importance of staying informed and educated about the latest trends and developments in the financial services industry. That's why we regularly publish articles and newsletters that provide valuable insights and guidance on a range of financial planning and investment topics.

Resources

At Stifel, we are committed to providing our clients with a wide range of resources and tools to help them make informed financial decisions. This includes:

• Calculators: A range of financial calculators to help you plan for your financial future.
• Articles: A selection of articles on various financial planning and investment topics.
• Glossary: A comprehensive glossary of financial terms and definitions.

Contact Us

At Stifel, we are dedicated to providing our clients with exceptional service and support. If you have any questions or would like to learn more about our services, please do not hesitate to contact us.