Perry Fishbein, AIF
Managing Director/Investments
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About Me
Perry began his investment career in 1991 with Shearson Lehman Brothers, a predecessor firm to Smith Barney. He has earned the Accredited Investment Fiduciary® designation, which identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed fi360’s AIF® examination. In addition, he holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Perry’s main responsibilities include helping clients navigate their portfolio and risk management decisions and deepening relationships with current and new clients through detailed conversations and meetings. He also focuses on creating individual wealth planning strategies, including cash flow, savings and spending plans, family education, and retirement planning. He strongly believes in having a positive, long-lasting impact on his clients’ lives across multiple generations. He earned a B.A. in Psychology from Washington University in 1989. He often returns to St. Louis for various meetings at Stifel’s headquarters, which contributes to best practices discussions surrounding business, clients, and portfolio management concepts.
Perry and his wife, Debbie, have lived in West Hills, New York, for the past 20-plus years. They have three children – Ryan, Morgan, and Hayden, all of whom they are proud watching grow into fine, responsible young adults. Perry enjoys spending his downtime exercising and spending time with his large and wonderfully dysfunctional family.
Perry Fishbein
AIF
AIF
Managing Director/Investments
5166635400
Perry began his investment career in 1991 with Shearson Lehman Brothers, a predecessor firm to Smith Barney. He has earned the Accredited Investment Fiduciary® designation, which identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed fi360’s AIF® examination. In addition, he holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Perry’s main responsibilities include helping clients navigate their portfolio and risk management decisions and deepening relationships with current and new clients through detailed conversations and meetings. He also focuses on creating individual wealth planning strategies, including cash flow, savings and spending plans, family education, and retirement planning. He strongly believes in having a positive, long-lasting impact on his clients’ lives across multiple generations. He earned a B.A. in Psychology from Washington University in 1989. He often returns to St. Louis for various meetings at Stifel’s headquarters, which contributes to best practices discussions surrounding business, clients, and portfolio management concepts.
Perry and his wife, Debbie, have lived in West Hills, New York, for the past 20-plus years. They have three children – Ryan, Morgan, and Hayden, all of whom they are proud watching grow into fine, responsible young adults. Perry enjoys spending his downtime exercising and spending time with his large and wonderfully dysfunctional family.
About Me
Michael began interning with Stifel in 2015, where he gained experience across several teams in relationship management, trade support, and information technology. He went on to serve as a Client Service Associate in 2021 and earned his securities licenses in 2022, developing a strong foundation in client service and operational strategy before transitioning into his current role as a Financial Advisor with the Fishbein Wealth Advisory Group.
Michael’s approach goes beyond simply helping clients choose investments. He believes in empowering clients through comprehensive financial guidance, encompassing cash flow management, strategic asset accumulation, liability management, and long-term vision. His goal is to help clients make informed decisions and build confidence as they work toward their financial future.
Michael earned a Bachelor of Science in Finance from Providence College and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Michael Ciccone
Financial Advisor
5166635200
Michael began interning with Stifel in 2015, where he gained experience across several teams in relationship management, trade support, and information technology. He went on to serve as a Client Service Associate in 2021 and earned his securities licenses in 2022, developing a strong foundation in client service and operational strategy before transitioning into his current role as a Financial Advisor with the Fishbein Wealth Advisory Group.
Michael’s approach goes beyond simply helping clients choose investments. He believes in empowering clients through comprehensive financial guidance, encompassing cash flow management, strategic asset accumulation, liability management, and long-term vision. His goal is to help clients make informed decisions and build confidence as they work toward their financial future.
Michael earned a Bachelor of Science in Finance from Providence College and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Norman Fishbein, CFP
Financial Advisor Associate
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About Me
Norman began his career in the investment industry in 1959 and joined CBWL/Hayden Stone, a predecessor firm to Smith Barney, in 1973. He earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
With more than 60 years in the business, Norman’s current responsibilities include participating in analyst and company conference calls, analyzing research reports, and evaluating historically attractive companies for possible introduction into client portfolios. He accompanies Perry in face-to-face client meetings and enjoys speaking with long-time clients, checking in on their health, their lives, and their families. He also continues to provide guidance on a macro level, with a long-range business focus, to the team members.
Norman remains involved with Cerebral Palsy of Nassau County (CPN), having served as treasurer of their foundation board. He and Bobbi, his wife of more than 60 years, have four children and seven grandchildren. They spend time both in North Hills, New York, and Delray Beach, Florida. Norman is an avid swimmer, cyclist, and overall exercise fanatic.
Norman Fishbein
CFP
CFP
Financial Advisor Associate
5166635400
Norman began his career in the investment industry in 1959 and joined CBWL/Hayden Stone, a predecessor firm to Smith Barney, in 1973. He earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
With more than 60 years in the business, Norman’s current responsibilities include participating in analyst and company conference calls, analyzing research reports, and evaluating historically attractive companies for possible introduction into client portfolios. He accompanies Perry in face-to-face client meetings and enjoys speaking with long-time clients, checking in on their health, their lives, and their families. He also continues to provide guidance on a macro level, with a long-range business focus, to the team members.
Norman remains involved with Cerebral Palsy of Nassau County (CPN), having served as treasurer of their foundation board. He and Bobbi, his wife of more than 60 years, have four children and seven grandchildren. They spend time both in North Hills, New York, and Delray Beach, Florida. Norman is an avid swimmer, cyclist, and overall exercise fanatic.
Staci Huether
Senior Registered Client Service Associate
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About Me
Staci began her financial services career with TD Waterhouse in 2000. Since then, she has gained industry experience in various areas, including deep-level client service, operations, corporate actions, and trade support. She began working with Perry and Norman in 2005 as a Registered Marketing Associate. Today, she is responsible for handling daily operations, facilitating client deposits and withdrawals, opening new accounts, and maintaining existing accounts. She also assists with implementing stock and bond trades for client portfolios and helping resolve complex account-related issues. Her more than 20 years of experience working with diverse client relationships has made her an instrumental asset to the team.
Staci earned a B.S. in Finance from the University of North Carolina at Wilmington and holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses. She resides in Medford, New York, with her husband, Rich, their twins – Aaron and Ava – and their three dogs. In her free time, Staci enjoys listening to a variety of music, traveling and spending time with her family and friends.
Staci Huether
Senior Registered Client Service Associate
5166635400
Staci began her financial services career with TD Waterhouse in 2000. Since then, she has gained industry experience in various areas, including deep-level client service, operations, corporate actions, and trade support. She began working with Perry and Norman in 2005 as a Registered Marketing Associate. Today, she is responsible for handling daily operations, facilitating client deposits and withdrawals, opening new accounts, and maintaining existing accounts. She also assists with implementing stock and bond trades for client portfolios and helping resolve complex account-related issues. Her more than 20 years of experience working with diverse client relationships has made her an instrumental asset to the team.
Staci earned a B.S. in Finance from the University of North Carolina at Wilmington and holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses. She resides in Medford, New York, with her husband, Rich, their twins – Aaron and Ava – and their three dogs. In her free time, Staci enjoys listening to a variety of music, traveling and spending time with her family and friends.
Amanda Moran
Senior Client Service Associate
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About Me
Amanda began her financial services career in 2001 with ING Furman Selz Financial Services, followed by Klingenstein, Fields & Co. as a Portfolio Administrator. In this role, she carried out a variety of operations and client service duties. She also worked for Williams Jones Investment Management, where she provided client service and operational support to several financial advisors. At both previous employers, she thrived in a team environment, lending essential assistance in maintaining client relationships. Today, she prepares Perry and Norman for client meetings and phone calls, assists with implementing customized investment strategies, and undertakes various analyses on client accounts. She feels fortunate to have the ability to help care for clients in such a meaningful way.
Amanda earned a B.S. in Business Administration with a Concentration in Finance from The State University of New York at Albany in 2001. She lives in East Meadow, New York, with her husband, Keith, and their two daughters, Bailey Rose and Alexandra. When she’s not spending time with her family, Amanda enjoys cooking and reading.
Amanda Moran
Senior Client Service Associate
5166635400
Amanda began her financial services career in 2001 with ING Furman Selz Financial Services, followed by Klingenstein, Fields & Co. as a Portfolio Administrator. In this role, she carried out a variety of operations and client service duties. She also worked for Williams Jones Investment Management, where she provided client service and operational support to several financial advisors. At both previous employers, she thrived in a team environment, lending essential assistance in maintaining client relationships. Today, she prepares Perry and Norman for client meetings and phone calls, assists with implementing customized investment strategies, and undertakes various analyses on client accounts. She feels fortunate to have the ability to help care for clients in such a meaningful way.
Amanda earned a B.S. in Business Administration with a Concentration in Finance from The State University of New York at Albany in 2001. She lives in East Meadow, New York, with her husband, Keith, and their two daughters, Bailey Rose and Alexandra. When she’s not spending time with her family, Amanda enjoys cooking and reading.
