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Martin B. Welzmuller, CFP, CFP

Senior Vice President/Investments

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E-Mail Address

[email protected]

Phone Number

(973) 598-8311

About Me

Martin began his investment industry career in 1996 and joined Stifel in 2023.  Prior to joining Stifel, he began his career at Ryan, Beck & Co., where he developed his fundamental investment knowledge.  He then joined J.B. Hanauer, now RBC Wealth Management, before joining Wells Fargo Advisors.  He has built his practice over the years by taking a team approach in providing personalized guidance to individuals and families. 

Martin provides comprehensive investment planning and helps individuals, trusts, retirement plans, charitable organizations, and businesses manage their assets.  He uses a long-term investment approach, developing and implementing wealth management strategies for pursuing their short- and long-term goals.

Martin 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.

Martin earned a Bachelor of Science in Business from Rutgers University and holds Series 7, 63, and 65 securities licenses.  Active in the local community, he participates in a variety of civic and community organizations, including as a board member for the Holy Family Charitable Giving Fund and a mentor for college students from Rutgers University.  In his free time, Martin enjoys spending time with his wife, Giulia, and their three children, Gabriella, Brianna, and Giovanni.  They live in Budd Lake, New Jersey.

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Planning Your Financial Future

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We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
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By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2022.