Barbara Shellman, Financial Advisor - Stifel at Stifel Financial Corp.

Barbara Shellman

Financial Advisor - Stifel at Stifel Financial Corp. | Traverse City, Michigan, United States

Profile last verified September 2026
Financial Services Verified Profile Traverse City, Michigan, United States University of Pittsburgh Katz Graduate School of Business
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Personal Email

***@yahoo.com

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Phone Number

(313) ***-*272

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Barbara Shellman serves as a Financial Advisor at Stifel Financial Corp., providing comprehensive investment and brokerage guidance to clients in Traverse City, Michigan. She earned her graduate business degree from the University of Pittsburgh Katz Graduate School of Business while operating within a national brokerage ranked seventh in the country by total advisor headcount. Her advisory practice leverages this established corporate footprint to deliver tailored wealth management and trading services to individual investors and professional money managers.

BEST APPROACH TO REACH Barbara Shellman

Reach out via personal email with a concise introduction highlighting relevant wealth management partnerships or recruiting opportunities aligned with her current advisory focus.

Barbara Shellman Socials
Barbara Shellman Work Experience

Financial Advisor - Stifel at Stifel Financial Corp. in December 2023 - Present

Financial Advisor at Raymond James in November 2020 - December 2023

Registered Associate at Craig Wealth Advisors in August 2013 - August 2020

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Regional Sales Manager at Brassy Marketing and Publications, LLC in June 2011 - August 2013

Business Banker at Huntington National Bank in February 2010 - May 2011

Barbara Shellman Education

University of Pittsburgh Katz Graduate School of Business, Master of Business Administration (MBA), October 1989 to October 1991

About Barbara Shellman’s Current Company
Stifel Financial Corp.

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.

Discover more about Stifel Financial Corp.
Barbara Shellman’s Colleagues
Benjamin Bromley

Benjamin Bromley

Grand Rapids, Michigan, United States

Branch Intern at Stifel | Finance Major at GVSU | Child of God

Branch Intern at Stifel Financial Corp.
(May 2024 – Present)

Sam Gleaves

Sam Gleaves

Greater Indianapolis

Financial Advisor Associate - Stifel

Financial Advisor Associate - Stifel at Stifel Financial Corp.
(October 2018 – Present)

Helena Qian

Helena Qian

Seattle, Washington, United States

Investing mainly in the fields of Banbda| Artificial intelligence and Healthcare

Investment Banking Analyst at Stifel Financial Corp.
(January 2013 – Present)

Corey Jeanor

Corey Jeanor

Indianapolis, Indiana, United States

Registered Client Service Associate at Stifel Financial Corp.

Registered Client Service Associate at Stifel Financial Corp.
(February 2025 – Present)

Renea Wagner

Renea Wagner

New York, New York, United States

Stifel Financial Corp. & Managing Partner

Managing Partner at Stifel Financial Corp.
(January 2019 – Present)

W Francis

W Francis

Pensacola Metropolitan Area

First Vice President/Investments - Stifel

First Vice President/Investments - Stifel at Stifel Financial Corp.
(July 2009 – Present)

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Frequently asked questions about Barbara Shellman

What is Barbara Shellman email address?

Email Barbara Shellman at [email protected] and [email protected]. This email is the most updated Barbara Shellman's email found in 2026.

How to contact Barbara Shellman?

To contact Barbara Shellman send an email to [email protected] or [email protected]. (updated on September 17, 2025)

What company does Barbara Shellman work for?

Barbara Shellman works for Stifel Financial Corp..

What is Barbara Shellman's role at Stifel Financial Corp.?

Barbara Shellman is Financial Advisor - Stifel

What industry does Barbara Shellman work in?

Barbara Shellman works in the Financial Services industry.

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