Surgant Financial Group

We are a team of three fully licensed securities and financial advisor professionals with a combined 70-plus years of experience providing investment and wealth planning products and services.  Our higher education and degrees are based in economics and business administration.  We bring you both depth of experience and continuity for the future.  Our Stifel office is centrally located and easily accessible at 2021 South Lindbergh in Frontenac (West St. Louis County), one of the firm’s premier offices.  We also meet clients and prospective clients at any of Stifel’s greater St. Louis area branch locations and at branch offices outside the area.  Although the majority of our clients live in Eastern Missouri, we have many in other states across the country and overseas as well. 

We invite you to freely navigate our website to access more detailed information and discussion.  If you have any questions, comments, or would like more information, please contact us.

 

John Surgant, Jr.

John M. Surgant, Jr.
Senior Vice President/Investments

(314) 292-6212
surgantj@stifel.com

 

Stephanie Taylor Schulz

Stephanie Taylor Schulz
Financial Advisor Associate

(314) 292-6215
taylorsm@stifel.com

 

 

JT Surgant

JT Surgant
Client Relationship Manager

(314) 292-6216
surgantjt@stifel.com