Unlocking the Potential of Financial Strategies for Construction Industry Business Owners

I work closely with contractors and business owners in the construction industry. I understand that your financial situation requires a more specialized strategy than the average business. Your time is limited, and often there is a lack of coordination to take you from where you are to where you want to be.

I specialize in helping contractors and business owners associated with the industry to develop a financial strategy. Your financial strategy must take into consideration the need for working capital, multiple levels of taxation, your employees, borrowing needs, and more.

Backed by the breadth of Stifel’s resources, I am able to provide you with the following services:

A customized financial strategy   Buy-Sell Agreements
401(k) Plan Design and Review   Succession and Exit Planning Strategies
Investment Planning   Insurance Planning
Cash Management Strategies   Estate Planning/Wealth Transfer Strategies
Cash Flow Planning   Charitable Giving Strategies
Lending Services   And More
Client-Retention Strategies    


I will work with you and your other advisors, such as CPAs and attorneys, with your permission, to help ensure your plan is aligned with your goals, resulting in a customized and holistic strategy for your wealth. That way you may have more time to focus on your business while pursuing your financial goals.

If you would like to learn more, please contact me.
E-mail: scott.link@stifel.com
Tel: (636) 530-6644


About Scott
Scott joined Stifel in 2016 and has nearly 30 years of investment industry experience. He has a passion for investing and works closely with each of his clients to help them work toward their long-term goals. He began his career at Edward Jones as a Financial Advisor in 1993 before moving on to Charles Schwab, where he served as Investment Specialist, Branch Manager, and Private Client Wealth Manager. He graduated from Webster University with a B.A. in Business Administration and holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses. In addition, he holds Accredited Portfolio Management Advisor and Accredited Investment Fiduciary® designations.

Scott and his wife, Tracy, live in Wildwood, Missouri. They have three children, Chris, Megan, and Haley, two granddaughters, Sofia and Allison, and a grandson, Logan. They enjoy spending time with their family, watching Cardinals baseball, and traveling. Scott also enjoys golfing.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

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.