Stifel | KB Wealth Management Group

CONNECT

Address:

20 William Street, Suite 330
Wellesley, MA 02481

Phone:

(781) 239-2811

Fax/Other:

(781) 239-2850

Corporate Executive Services

Blurred image of office lobby with people shaking hands and walking towards door.

 

Stifel possesses the experience and expertise required to offer guidance and support to corporations and their executives as they face the varied, and often complicated, issues relating to employee ownership of their company's stock. Stifel is equipped to handle such complex issues on both a corporate and an individual basis, such as:

 

  • Cashless Stock Option Exercises
  • Control & Restricted Stock sales
  • Rule 10b5-1 Plans 
  • Lending on Control & Restricted Stock
     

For more information, please contact KB Wealth Management at (781) 239-2811.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck