Stifel’s Winston-Salem branch, located at 1 W 4th Street, Suite 610, Winston-Salem, North Carolina 27101, offers personalized financial services to individuals and families. Led by Branch Manager and Senior Vice President of Investments, Kevin Lyall, the team includes financial advisors Pat Crowley and David Havens. They focus on understanding each client’s unique financial objectives to develop tailored strategies aimed at achieving long-term goals. Whether clients are planning for retirement, saving for education, managing taxes, or seeking to increase income, the advisors provide professional guidance and support. The branch emphasizes face-to-face interactions to build strong client relationships and offers assistance in assessing current financial situations, determining appropriate asset allocations, and selecting investments aligned with individual risk tolerances.