Stifel’s Stockton, California branch, located at 10100 Trinity Parkway, Suite 320, delivers a full range of wealth management and investment services tailored to the needs of individuals and families. Under the leadership of Branch Manager Larry Watts, AIF®, the advisory team—including Christy Frank, AAMS®, MBA; Donna Kane; Rob Thompson; and Brian Wilkinson—offers personalized financial guidance designed to align with each client’s goals and risk profile.

With a focus on long-term planning and strong client relationships, the branch assists with retirement strategies, education savings, and portfolio management to support clients in achieving financial confidence and success.