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Peter Willsea
First Vice President/Investments - Stifel
Peter Willsea is a seasoned financial services professional with extensive experience in advising families, business owners, and corporate executives. With nearly 80 years of combined industry experience, Peter and his team at Stifel Financial Corp. provide personalized financial advice to a select group of clients. By maintaining a limited client base, they offer a comprehensive level of guidance that extends beyond conventional investment management. Their client-centric approach involves in-depth discussions to understand individual life goals and challenges, tailoring strategies for retirement planning, education funding, and generational wealth transfer.