How do you define success?
Sophisticated Planning for Unique Needs
Let us help you redefine – and reach for – your vision of success.
Congratulations to
The Peris-Supper Group
2026
Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
The Peris-Supper Group
Jonathan S. Peris
Director/Investments
William J. Supper, CFP, MBA
Director/Investments
Ashley Olmo
Assistant Vice President/Client Service; Client Relationship Manager
Michelle Feng
Registered Client Service Associate
Our Clients
– Jonathan Peris
Our Disciplined Approach
Services Beyond Investing
2026 Outlook: Rewiring Growth
Sight|LinesSight|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.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
- Market Pulse
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
Dog Determines DomicileAlthough relocating is relatively easy, determining domicile can be tricky.
Article
Important Guidelines for Claiming Social Security BenefitsIf you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.
Article
The Importance of Keeping Beneficiaries Up To DateWhen was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.
Article
Who Needs Insurance?This article covers which type of insurance could be needed for several types of individuals in different scenarios.
Article
Market VolatilityInvesting for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Article
Subscribe to Our Latest News
Sign up to receive newsletters, event invitations, and timely market news straight to your inbox.