About Us

Carl Floyd, Senior Vice President/Investments Floyd Carl
Senior Vice President/Investments                                                                                      

Floyd is a hardworking, sincere advocate of your financial and retirement goals.  He takes a proactive approach to your wealth management needs in an ever-changing economic landscape.

Floyd began his investment industry career in 1986 and joined Stifel in 2009.  He earned a Bachelor of Science in Accounting at Pennsylvania State University and a Master of Business Administration at Drexel University.  He also holds Series 7, 63, and 65 securities licenses.

Active in his community, Floyd serves on the boards of Advancing Opportunities of New Jersey, Penn State University Libraries, and Philadelphia Friends of V.  He is a Legatus ambassador and a member of the Knights of Columbus.

 

 

Marlene Middleton
Client Service Associate

Marlene began her financial services career in 2006 and joined Stifel in 2017.  Prior to joining Stifel, she served in the defined benefits pension retirement field for more than 20 years.