My Experience

 

Robert W. Beckmann, Jr., CFA, AIF®, Senior Vice President/Investments, Branch ManagerMichael JH Thompson
Senior Vice President/Investments

I began my career in 1987 with Murphey Favre Inc., within the firm's Operations Department.  Working in this area sparked my interest in the financial services field.  I worked my way up through the company and became a Financial Advisor in 1993.  After a brief stint at Dean Witter Reynolds (now Morgan Stanley), I joined Charles Schwab & Co. in 1999, where I served most of my investment industry career.  I joined Stifel in 2019 for its enthusiastic and entrepreneurial culture that promotes a client-first philosophy at the forefront.  I hold Series 7, 9 & 10, 63, and 66 securities licenses as well as life, health, and variable insurance licenses (including annuities)

Active in Bellevue's community, I serve as a board director with Bellevue LifeSpring, whose mission is to foster stability and self-sufficiency for Bellevue's children and their families through programs that provide food, clothing, education, and emergency assistance, and a member of the FOE Eagles Club.  I live in Bellevue with my wife (married for 25 years) and have three adult children, one daughter and two sons.  When I'm not spending quality time with my family and friends or helping clients, I enjoy boating, exercising, and playing golf.