Tracee Schraeder

CFP

CFP

Senior Vice President/Investments, Portfolio Manager - Solutions Program

9495627745

I began my investment industry career in 2000 and joined Stifel in 2024.  I serve a select group of individuals, families, and businesses, all who are busy with their lives, retirement, or the management of their careers or businesses.  My mission is to focus on an individual planning approach, combining wisdom, insight, and a deep of understanding of my clients’ goals, objectives, lives, family, interests, and passions. 

I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2010 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.  I use my extensive knowledge to help create customized wealth management plans, tailored to their goals and needs.  I have guided my clients through a variety of market conditions, while helping them mitigate risk. 

I am a third-generation native Southern Californian and currently reside in Orange County.  I earned a Bachelor’s from San Diego State University and a Master’s from the University of New Haven, Connecticut.  I hold Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses. 

Outside the office, I have a deep passion for the outdoors and live a very active lifestyle including weekly yoga, boot camp, and running excursions.  Staying healthy and being active are very important, so when the opportunity arises, I embrace participating in 5k and 10k races for a variety of organizations and great causes.  I also love to travel and share new adventures with my son, Trevor.  He joined the Army in June 2016 and was stationed in Afghanistan for nine months.  He graduated from college and has a successful career that he loves.  I am definitely one proud mom!

Judd Azoulay

Senior Registered Client Service Associate

9495627746

I began my financial services career in 2000 and joined Stifel in 2024.  I earned B.S. in University of Massachusetts-Amherst and hold Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses.  I work with clients to satisfy their administrative account questions and requests and assist Tracee with plan setup and basic client needs as well as preparing for periodic client review meetings.