Our Team

Randy and Alan

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Randy Reichenberg & Alan Linker


 

Alan Linker, AIF®  Senior Vice President/Investments Alan Linker, AIF®, ChSNC®

Senior Vice President/Investments

Alan joined Stifel in 2015 and has 18-plus years of financial services experience along with 10 years of business management experience.  He began his investment services career at Morgan Stanley in 2002 and has been developing relationships with high-net-worth individuals, physicians, and successful business owners ever since.  

The special needs community holds a special place in Alan's heart. His nephew has Down Syndrome and one of his daughters was diagnosed with Type 1 Diabetes at age 12. Alan has a personal understanding of what a family must undertake to care for a special needs child.

In today's climate, Alan understands that investing appropriately and independently can be challenging.  Through a defined and disciplined process, he is committed to ensuring his clients' needs are addressed and their financial strategies are effectively implemented.

Alan's investment mantra is “Portfolio with a Purpose.”  He believes that each client's portfolio should reflect his or her personal financial goals.

In addition to special needs planning, Alan can help you address your complex wealth management needs, including:

  • Retirement income strategies
  • Lending capabilities
  • Strategic portfolio implementation
  • 529 plans
  • Fixed income strategies
  • Insurance and long-term care planning strategies
  • Employer-sponsored retirement plans
  • Transitioning clients relocating to South Florida
  • Portfolios designed to grow and preserve wealth
 

 

Alan earned a Bachelor of Science in Management from University of Illinois at Chicago and holds the Accredited Investment Fiduciary® (AIF®) and Chartered Special Needs Consultant® (ChSNC®) designations.  He also holds Series 7, 9 & 10, 55, and 66 securities licenses as well as life, health, and variable insurance licenses (including long-term care and annuities).

Alan lives in Boca Raton with his wife, Peggy.  He has three children, Elana, Rebecca, and Abigail, and one son-in-law, Yoni (Elana’s husband).

 


Randy Reichenberg Client Services AssociateRandy Reichenberg
Registered Client Services Associate

Randy began her financial services career in 1993 with Prudential Securities.  She has gained experience working with notable firms including SunTrust Investment Services, Inc., Raymond James, and Northern Trust Securities.  Leveraging her wealth of knowledge and talents, she prides herself on delivering outstanding client service and advisor support.  She holds Series 7 and 63 securities licenses.

Originally from Plainview, New York, Randy moved to Florida 19 years ago.  She attended the University of Hartford, earning a B.S. in Economics and Finance.  She currently resides in Boca Raton, where she is a wife and proud mom to three children.  In her spare time, she enjoys walking and traveling.

Randy has personal experience working with special needs children.  Her son, Corey, was diagnosed with Duchenne Muscular Dystrophy (DMD) in 2001, a disease that affects one in every 3,500 boys.  Corey lost his ability to walk at age 12, and Randy and her family have experienced the medical, personal, and financial challenges of coping with a child's disability.  Randy brings a unique perspective and understanding to this particular area.

 

Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (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.