About Me

Alan began his investment industry career in 1989 and joined Stifel in 2008. Prior to joining Stifel, he worked at Wachovia Securities, LLC, A.G. Edwards, and Stone & Youngberg LLC. Alan is proud to have served multiple households for more than three generations. Through a risk-averse approach, he develops strategies designed to preserve wealth and generate growth over time.

Alan holds Series 7 and 63 securities licenses.

Alan has been married for nearly 30 years. He has three wonderful children and two dogs who are the stars of the show in the Plotkin household!