Leigh Gage

Senior Vice President/Investments - Stifel at Stifel Financial Corp.
On the record

As head of wealth and tax planning strategies for our team, Leigh serves a sophisticated client base that includes senior executives at many local companies. Her technical and analytical skill is matched by her enthusiasm and empathy for others. These qualities played an integral role in her being named to Forbes' 2017 and 2018 list of Top Next-Gen Wealth Advisors*, which recognizes talented young advisors who represent the future of the wealth management industry. She understands her clients' needs and delivers highly complex information in a way that is meaningful and easy to understand.

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  • They have worked together for more than a decade, including their time at UBS, but they've enjoyed significant growth since joining Stifel. That came from a mix of client referrals and the group’s ability to meet in person with potential clients on a socially distanced basis.

    10 March 2022
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