Member Spotlight

 

Stifel Financial Corp. is a full-service regional brokerage and investment banking firm, established in 1890 and based in St. Louis, Missouri. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services through its wholly owned subsidiaries, primarily Stifel, Nicolaus & Company, Incorporated, to individual investors, professional money managers, businesses, and municipalities.  Our Company stock currently trades on the New York Stock Exchange under the symbol SF.

 

Our Lehigh Valley locations are 74 W. Broad St, Suite 330 in downtown historic Bethlehem.  We also have an Allentown office at 1146 Cedar Crest Blvd & Rt. 309. 

Ken MacKenzie is currently the President of The Executive Forum of the Lehigh Valley.  With over 15 years of experience in the securities industry, Ken has developed a warm and compassionate approach to working with his clients.  His career began in 1992 as a corporate accountant in the World Trade Center headquarters of Morgan Stanley.  Ken was also a principle partner with The Gaster Group of Morgan Stanley in West Palm Beach, Florida.  Ken recently completed his second term on the Board of Directors for The Upper Saucon Twsp. Municipal and Sewer Authorities.  Ken also co-managed the Upper Saucon Municipal and Police Pensions.  He is currently a member of the Development Committee for The Red Cross of the Greater Lehigh Valley.

As a business owner you may be looking for the most appropriate retirement plan, an executive deferred compensation plan, or simply a better cash management plan.  All that is required is some time to discuss your situation and to review possible solutions.

Ken also does extensive work with individual investors.  Your stocks bonds and mutual funds should be reviewed for cost, tax efficiency and risk weighted performance.  Perhaps managed money is a less expensive alternative to your mutual fund portfolio.  Are you prepared for retirement with your work sponsored plan or IRA accounts?  Will you have enough saved for your child’s education?  All of these questions can be answered free of obligation by contacting Ken MacKenzie today.

To reach Ken MacKenzie in our Bethlehem office, please call 610-997-6413, or email him at Kenneth.mackenzie@stifel.com  .  We look forward to hearing from you!


Statement of Commitment

 To our clients - individual, institutional, corporate, and municipal, our commitment is to listen and consistently deliver innovative financial solutions. Putting the welfare of clients and community first, we strive to be the advisor of choice in the industry. Pursuit of excellence and a desire to exceed clients' expectations are the values that empower our Company to achieve this status.  

To our Associates - current and future, our commitment is to provide an entrepreneurial environment that encourages unconfined, long-term thinking. We seek to reward hard-working team players that devote their energy and attention to client needs. At work, at home, and in their community, we seek to be their firm of choice.

To our Shareholders - small and large, our commitment is to create value and maximize your return on investment through all market cycles. To achieve this, we remain true to our mission. The mission is clear: Advisor of Choice, Firm of Choice, Investment of Choice.