Although we had different paths that led us to our careers, the relationship-driven nature of the business is what kept us here. Each member of our team strives to be your primary financial resource regarding your unique financial situation.
John Prebay joined Stifel in 2020 after working for UBS Financial Services as a Senior Vice President/Investments and Financial Advisor for 16 years. Prior to that role, he spent 11 years at Merrill Lynch.
Throughout his extensive career, John has helped individuals, families, and institutions develop comprehensive wealth management plans and strategies tailored to their investment goals. In addition, he has held several unique positions, including Private Wealth Advisor, Corporate Executive Services Consultant, and most recently, Business Development Specialist at Stifel.
John graduated from Michigan State University in 1987 and is a past board member of the Eli Broad College of Business. He resides in Bloomfield Township, Michigan.
Gary began his investment services career in 1983 and transitioned to Stifel in 2020. He has always been motivated by his commitment to help clients pursue their financial goals and dreams. The guiding force in his daily work is the trust his clients have placed in him over his extended career. His investment discipline centers on analyzing clients’ present and future needs, determining their overall risk tolerance, and constructing goal-based customized strategies centered on their personal and detailed financial data. As a portfolio manager in Stifel’s Solutions Program, he is responsible for developing tactical, balanced portfolios using traditional and non-core alternative investment strategies for clients who choose discretionary advisory services.
Gary graduated from Wayne State University with a Bachelor of Arts in Economics. In 2014, he obtained his Certified Portfolio Manager® designation from Columbia University. He currently serves on the board of directors of the MLCV Education Fund and on the planned giving committees at Wayne State University and Karmanos Cancer Institute.
Gary resides in Bloomfield Hills with his wife of 30 years, Wendy. They also have a second home in Leelanau County. Together, they have three young adult children and a beautiful rescue doodle dog. Outside of the office, he enjoys playing squash, golfing, and sailing. He is also a member of the Wayne State University Athletic Hall of Fame and still competes in U.S. Masters Swimming.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Michael joined the financial services industry shortly after earning a B.A. in both Economics and Psychology from the University of Michigan. Having received the CERTIFIED FINANCIAL PLANNER® certification and Chartered Financial Consultant® designation, he is responsible for corporate retirement plan management and the wealth planning segment of the Prebay/Bice/Leach Wealth Management Group. He finds that close relationships and personalized dialogues around wealth management planning are the most enjoyable and rewarding aspects of his practice.
Michael lives in Troy with his wife, Lauren, and two children, Ellie and Jackson. In his spare time, he enjoys golfing and traveling. He is actively involved in the University of Michigan Alumni Association and Community House in Birmingham.
Leslie began her investment industry career in 1991 and joined Stifel in 2021. Prior to Stifel, she worked for Merrill Lynch, UBS Financial Services, and Raymond James.
Leslie earned a B.B.A. in Finance from Walsh College of Accountancy and Business Administration. She holds Series 7, 63, and 65 securities licenses.
Approach
Putting our clients’ interests first is our priority. We have the experience needed to help create strategies for a variety of clients thanks to our diverse and extensive background.
Relationship building is successful when it is built on trust, attention to detail, and mutual respect of the process. We truly want to understand your wants, needs, and desires. We take an interest in you and your goals as opposed to treating you as just an account.
Sight|Lines
Market Pulse
Investment Strategy Brief
Dog Determines Domicile
Market Volatility