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We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible plan is essential to providing an outstanding and relevant level of service to each and every client we serve.

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Simmons Private Wealth Group

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Natalea Simmons Beaudean, CPA, CFP®, CPWA®, CIMA®

Managing Director/Investments

natalea.simmons@stifel.com (314) 880-1185

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Emily Cuba, CFP®, CRPC®

Portfolio Analyst

emily.cuba@stifel.com (314) 556-6700

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Leslie Kollar, CRPC®

Senior Registered Client Service Associate

leslie.kollar@stifel.com (314) 556-6700

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Nate Kane, CFP®

Client Relationship Manager

kanen@stifel.com (314) 880-1227

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Conversations with Michael O'Keeffe

Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

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Sight|Lines

Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

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Investment Strategy Brief

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Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel's Investment Strategy team.

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NextGen Investor Handbook

Introducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!

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Retirement Plans Quarterly

The Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.

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Wealth Planning Newsletter

The Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.

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Market Perspectives Weekly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

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Market Perspectives Monthly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

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Market Perspectives Quarterly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame

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Potomac Perspectives

Potomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis into political, legislative, and regulatory developments.

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Favorite 15

Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.

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Allocation Insights

Wealth management insights from Stifel’s CIO Office.

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750+ Investment Banking Professionals

Stifel's Investment Banking team consists of more than 750 investment banking professionals in eight industry groups and seven product and service groups.

As of December 31, 2025.

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We have more than 250 Public Finance associates in 39 offices.

As of December 31, 2025.

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Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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natalea.simmons@stifel.com

(314) 880-1185

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