Rick Shibel
Senior Vice President/Investments
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After earning a Bachelor of Science in Management from St. John Fisher College, Rick began his financial services career at Home Life Insurance Company. There, he began a longstanding relationship with the employees of local businesses and corporations in the Syracuse area by helping them manage their pension plans and life insurance needs. He continues to specialize in working with current and retired clients.
Prior to joining Stifel in 2017, Rick served as a financial advisor at A.G. Edwards/Wachovia Securities from 1998 to 2008 and Morgan Stanley from 2008 to 2017.
Specialties
Rick specializes in the strategic oversight of retirement plan assets for individuals and small businesses.
Through Stifel, Rick also focuses on or provides access to:
• Financial Planning
• Insurance and Annuities
• Cash Flow Management
• Long-Term Care Insurance
• Lending Services
• Retirement Planning
• Tax-Efficient Strategies
• Transitioning Wealth
• Asset Management
• Multi-Generational Planning
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
Community Involvement
Rick’s dedication to assisting his clients is matched only by his commitment to family and community. He has proudly supported Joseph’s House in Syracuse, which provides safe housing for mothers and babies facing homelessness. Additionally, Rick is an active member of the John D. Marrow Art Gallery in Skaneateles and has participated in the Honor Flight program, which chaperones veterans on their journeys to Washington, DC.
As a proud alumnus of St. John Fisher University, Rick is a member of the Spire Society and contributes annually to the Fisher Fund. In memory of his parents, Rick also established the “Joan A. and Frederick C. Shibel, Sr. Memorial Endowment Scholarship,” which supports finance majors and aims to inspire future generations.
An avid sports enthusiast, Rick is an original investor in the Syracuse Crunch, a professional ice hockey team in the American Hockey League, and a dedicated supporter of Syracuse University. He contributes both financially and as a passionate fan of the school’s football and basketball programs.
Series 7, General Securities Representative
Series 63, Uniform Securities State Agent
Dan Wright
Senior Vice President/Investments
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Dan began his wealth management career in 2005 and joined Stifel in 2016. Prior to joining Stifel, he worked at Wells Fargo Advisors and Morgan Stanley. Dan is dedicated to creating customized financial strategies that align with his clients’ ever-changing needs. He specializes in helping clients pursue their retirement goals.
Dan earned a Bachelor of Science from Le Moyne College, where he also played basketball and golf. Dan was named to
Forbes’ Best-in-State Next-Gen Wealth Advisors list in 2023. He holds Series 7, 9 & 10, and 66 securities licenses.
Dan and his wife live in Skaneateles, where they keep busy with their two young boys.
Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of 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.
Mary Gomez
Client Relationship Manager
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Mary began in the financial services industry with Prudential Securities in 1996 and joined Stifel in 2017. As the first point of contact, Mary primarily serves as the liaison between Rick, Dan, and each of their clients. She is responsible for overseeing all administrative and operational activities while coordinating the information needed to analyze and evaluate client needs.
Mary earned a B.S. in Business Administration from University at Buffalo and holds Series 7 and 63 securities licenses, as well as life and variable insurance licenses.
