(636) 695-2650 [email protected]

About Us

When you work with us, you can have confidence that every recommendation will be in your best interest, informed by decades of meaningful experience, and tailored to suit your needs. Contact us today for your complimentary portfolio review.

Wealth Management
Built Around Your Needs

We think personal financial decisions should be just that: personal. Our approach is centered on bringing our decades of experience to your situation so you know you’re getting guidance that is in your best interest and tailored specifically to your needs. We act as both consultants and teachers, giving you meaningful, straightforward information so you can make informed decisions regarding your wealth.

Our guidance goes beyond managing your investments. As part of creating your financial plan, we help you take a comprehensive view of your wealth, including a thorough review of your assets, debts, tax planning, estate planning, insurance and risk management needs, and more.

Let us help create a clear path in pursuit of your goals. Contact us today for your complimentary portfolio review.

Our Approach

Putting You First Makes Us Different

Meet the Clear Path Wealth Management Group at Stifel

We act as both consultants and teachers, giving you meaningful, straightforward guidance so you can make informed decisions regarding your wealth.

Your Best Interest is Our Top Priority

Providing guidance solely in your best interest is foundational to our approach. We believe in safeguarding your money as if it were our own. No exceptions.

Experience Matters

With over 90 years of combined experience, our team has the breadth and depth of knowledge to help you navigate important financial decisions. It’s easy to make mistakes that can cause your portfolio to lose significant value due to negative tax consequences, poor investment decisions, and other avoidable issues. As a client, we are always available as a resource to help you avoid critical mistakes with your portfolio and financial plan. 

Investment Guidance Tailored To Serve Your Needs

We believe your investments should be selected based on your unique goals and financial situation. Our portfolios are tailored to address your specific needs, aligning your asset allocation, investment selection, and asset placement to help manage risk and tax efficiency in your portfolio.

Our Team

With over 90 years of combined experience, our team has the breadth and depth of knowledge to help you navigate important decisions in managing your portfolio.

Bob Stockdale, CFP®

Senior Vice President/Investments

Biography

Bob Stockdale, CFP®, began his investment industry career in 1993, joining Stifel in 1997. As host of “On the Money” on 97.1 FM Talk, Bob offers listeners unbiased investment guidance, education, and commentary on the latest financial news.

Having earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Bob has received in-depth training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning.

Bob holds FINRA Series 7, 9, 10, 31, 63, and 65 securities licenses and earned an MBA from Southern Illinois University Edwardsville and a B.A. in Management from Webster University. He has taught financial classes at St. Louis Community College and hosted numerous seminars in the St. Louis area focused on retirement planning and investing.

Bob is an avid outdoorsman and enjoys hunting, fishing, and golfing. He and his wife, Beth, have three children and live in Cottleville, Missouri.

Mark Riordan

Senior Vice President/Investments

Biography

Mark has been involved in the investment services industry for more than 30 years. Observing first-hand the potential benefits investors could experience from personalized financial guidance, Mark was motivated to become a financial advisor with Stifel in 1986.

Mark specializes in developing wealth management strategies designed to help his clients grow, mitigate risk to, and transfer wealth across multiple generations. He closely monitors his clients’ risk attitudes and helps align their investments accordingly and is committed to delivering an outstanding service experience.

Active in the community, he has served as past president of a large service fraternity and with Saints Joachim and Ann Care Service. He currently serves as the board president of The Centers for Head Injuries and of his church’s Endowment Committee. He also serves on the board for TREE House of Greater St. Louis.

Mark and his wife reside in St. Charles, Missouri. They have four children and seven grandchildren. Mark enjoys reading, working on his farm, and spending time with his family.

Jason Becker

Senior Vice President/Investments

Biography

Jason is a St. Louis native and a graduate of the University of Arizona. Jason joined Stifel in 1997 when he began working with his partner, Mark Riordan. Jason leverages his extensive experience to provide tailored guidance and service based on the needs of individuals and organizations.

Jason works with Mark in developing customized retirement and wealth management plans using proper asset allocation strategies to help clients pursue their goals while helping them navigate life’s transitions. While asset allocation does not ensure a profit and may not protect against loss, it can play a key role in establishing a sound investment strategy and reducing risk.

Jason resides in Wildwood, Missouri, with his wife and two boys. He enjoys watching his kids play ice hockey, golf, and lacrosse, and going on family vacations.

Eric Robert, CFP®, AIF®

Director/Investments

Biography

Eric began his investment industry career with Stifel in 2007. In 2009, he accepted a role at Stifel’s corporate headquarters, where he ultimately served as Director of Platform Strategy and Portfolio Solutions in Stifel’s Investment Products & Services Group. His teams specialized in enhancing the Stifel client experience and creating a seamless wealth management process for business owners, institutions, and wealth management clients. In his corporate role, Eric served as a member of Stifel’s Fiduciary Rule Steering Committee, Traditional Products Committee, and Advisory Program Working Group.

Today, Eric serves clients alongside Bob, Mark, and Jason at Stifel’s O’Fallon, Missouri, branch. Eric has attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Accredited Investment Fiduciary® (AIF®) designation, and holds FINRA Series 7, 24, and 66 securities licenses. He earned an MBA from Southern Illinois University Edwardsville.

Weekdays, Eric anchors daily market updates on KMOX in St. Louis. On Saturdays, he co-hosts “On the Money” on 97.1 FM Talk alongside Bob Stockdale. He is the proud father of six children: Evelyn, Grace, Reagan, Charlotte, Lincoln, and Charlie. He enjoys spending time with his family, playing guitar, and reading.

Lynn Simon

Registered Client Service Associate

Audrey Nicholas

Registered Client Service Associate

Taylor Stockdale - Clear Path Wealth Management Group - Stifel Client Service Associate

Taylor Stockdale

Client Service Associate

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When you work with the Clear Path Wealth Management Group, you can have confidence that every recommendation will be in your best interest, informed by decades of meaningful experience, and tailored to suit your needs.

Contact us today for your complimentary portfolio review.

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(636) 695-2650

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