Meet the Clear Path Wealth Management Group

Bob Stockdale, CFP®, began his investment industry career in 1993 and joined Stifel in 1997. As host of “On the Money” on 97.1 FM Talk every Saturday from 11:00 a.m. to noon, 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 has been involved in the investment services 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 and current board member 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, therapeutic horsemanship.

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 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 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 experience 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.