Mo’s fascination with the world of finance began decades before he made it his career. In grade school, he attended a seminar provided by a major investment firm with his father, a self-employed business owner. Having never sought assistance from any financial institution, Mo witnessed the stressful and costly financial mistakes made by his family (as business owners) – ones that could have potentially been avoided with the attention of a caring financial advisor.
In 1997, Mo began his career at Dean Witter (now Morgan Stanley), eventually becoming a Branch Manager. In 2005, Mo moved to Banc of America Premier Banking and Investments to leave management and return strictly to serve clients. In 2009 when the bank bought Merrill Lynch he continued with Merrill Lynch. He joined Stifel in 2021.
A three-time cancer survivor, Mo holds a place in his heart – and his practice – for good people who are nice, devoted to others, and know that money is not a priority but a tool for supplementing their lifestyle and legacy. His mission is heartfelt – to support each client’s financial and physical health. Whether it’s discussing medical health, ultimate goals, or intimate family issues, Mo believes that all clients see the value in his efforts and in the overall wealth planning experience he provides.
Having owned and sold real estate investments, he also recognizes the financial risks that business owners and other clients face – that’s why he seeks to “tie it all together” and “simplify things” for clients – whether it be their personal and business interests, investments, liabilities, or trust and estate issues. Mo is privileged to help clients face life’s challenges with timely and thoughtful guidance structured to allow for thoughtful decisions rather than emotional ones.
Mo is committed to bringing his clients the high degree of investment insight they deserve. He attained and maintains multiple professional designations and licenses. These include the CPWA® – Certified Private Wealth Advisor® and Series 7, 9 & 10, 63, and 65 securities licenses.
Mo places emphasis on the impact of taxes on his clients’ investments and financial goals. That’s why he has formed solid relationships with several other advisors, including CPAs and estate attorneys as knowledgeable resources in tailoring tax-advantaged investment strategies around his clients’ unique circumstances.
Mo and his wife, Jeanne, have been married for more than 33 years. They have a son who is currently attending college. They currently reside in Chesterfield, Missouri, and believe in giving back to their community, by donating their time and resources to important causes. Outside the office, Mo is a mediocre hockey player, plays golf and tennis, and takes pleasure in spending quality time with friends and family.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
