About Us
Our guidance is 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
The Clear Path Wealth Management Group provides investment management, retirement planning, financial planning, and risk management services that are backed by decades of meaningful experience and tailored specifically to your needs. We act as your personal consultant, providing meaningful guidance so you can make informed decisions regarding your wealth.
Our services extend beyond managing your investments. As part of creating your financial plan, we help you take a comprehensive view of your situation, including a thorough review of your assets, debts, tax planning, estate planning, insurance and risk management needs, and more. Contact us today for your complimentary portfolio review.
Our Team
With over 100 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 35 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.
Audrey Nicholas
Registered Client Service Associate
Taylor Stockdale
Registered Client Service Associate
Our Approach
Putting You First Makes Us Different
Meet the Clear Path Wealth Management Group at Stifel
Our advisors act as your personal consultant, providing meaningful guidance so you can make informed decisions regarding your wealth, retirement, and financial plan.
Investment Guidance Provided With YOu In Mind
Your portfolio should be designed to serve your unique goals and financial situation. Our guidance is 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.
Experience Matters
With over 100 years of combined experience, we have a solid understanding of what works when it comes to investing. Poorly planned investment changes can cause your portfolio to lose significant value by impacting performance, creating negative tax consequences, and other avoidable issues. We can help you identify and pursue opportunities while avoiding critical mistakes with your investments, with guidance grounded in real-world experience.
First Class Client Service
For many people investing can be intimidating, full of confusing language, paperwork, and time-critical tasks. Our Client Service Associates help make your wealth management experience as seamless as possible so you can focus on more important things in your life.
Contact
Request Your Complimentary Portfolio Review Today
Do you have a question about your investments or financial plan? Please fill out the form below and we will be in touch as soon as possible.
When you work with the Clear Path Wealth Management Group, you can have confidence that our guidance is designed around your needs and informed by decades of meaningful experience.
Contact us today for your complimentary portfolio review.