William R. White

CIMA, CFP, CPFA

CIMA, CFP, CPFA

Managing Director/Investments; Portfolio Manager - Solutions Program

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A longtime Chicago native, William leads the WRW Wealth Management Group, a Stifel wealth management team in the greater Chicago area and Naples, Florida.  The WRW Wealth Management Group values the ability to serve a select group of highly successful clients of all backgrounds, utilizing smart financial strategies that seek to bring a positive impact to their lives.  

Bill began his investment industry career in 1986 and joined Stifel in 2023.  Prior to joining Stifel, he worked at Merrill Lynch, Pierce, Fenner & Smith for more than 36 years in various positions, such as Managing Director, Senior Portfolio Manager, Senior Vice President, and Wealth Management Advisor.

As a Managing Director/Investments and Portfolio Manager – Solutions Program, Bill provides informed strategies in areas such as retirement planning and private equity investments.  He excels in navigating the complexities of wealth transfer and helping to ensure that assets are passed in the most tax-beneficial manner possible.   His tax-advantaged approach spans a number of creative pathways, including alternative investments.  For clients who choose discretionary advisory services, he adapts strategies designed to combine customized investment management with the ability to quickly react to market conditions.  This may incorporate individual stocks and bonds, customized portfolios, and third-party investment strategies.

Bill 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.  He holds the Certified Investment Management Analyst™ designation and the Certified Plan Fiduciary Advisor™ designation.  In addition, Bill was named to Forbes’ Best-in-Wealth Advisors list in 2022 and 2023. 

Bill earned a B.S. in Economics from Illinois State University, as well as Executive Education Program certifications through coursework from The Wharton School, Harvard University, Stanford University, and Columbia Business School.  He holds Series 7, 63, and 65 securities licenses.

Bill is a member of the Financial Planning Association and Investments & Wealth Institute™.  Active in the community, Bill is a trustee for The Community House in Hinsdale, Illinois, and serves on the finance committee.  The Community House provides a broad range of services for the surrounding communities, including recreation and cultural services, counseling and therapeutic services, education support, and community building opportunities.  Bill is an associate member of the Chicago Blackhawks alumni association.  The mission of the association is to provide academic scholarships for deserving high school hockey players, and it also supports other charitable organizations.  In his free time, Bill enjoys playing golf and traveling with his family.

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  For more information, see www.stifel.info/award-disclosures.

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.

Kile Shafer

CFP, CPFA

CFP, CPFA

Vice President/Investments

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Kile began his investment industry career in 1996 and joined Stifel in 2023.  Prior to joining Stifel, he worked at Merrill Lynch, Pierce, Fenner & Smith as a financial advisor.  Kile is dedicated to providing a personalized investment strategy to address the complex needs of successful individuals and business owners through a goals-based wealth management process. 

He believes that families create their significant wealth through years of hard work and sacrifice and develops strategies designed to help them preserve, deploy, and diversify that wealth effectively.  It is his goal, through this process, that clients will be able to maintain their lifestyle through all various market environments.

Kile earned a B.S. in Finance and holds Series 6, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.  

Kile 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.  He also holds the Certified Plan Fiduciary Advisor designation. 

Outside the office, Kile is an advocate for Autism Speaks, an organization dedicated to increasing awareness of autism spectrum disorders and advocating the needs of individuals with autism and their families.

Kathy Darcy

Client Relationship Manager

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Kathy began her financial services career in 1985 and joined Stifel in 2023.  She has spent a majority of her career in operations on the clearing side of the industry.

Kathy earned a B.S. from Bradley University and holds Series 7, 24, and 66 securities licenses.

Devon White

Client Service Associate

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Devon began her financial services career in 2020 and joined Stifel in 2023. Prior to joining Stifel, she worked in various positions at Merrill Lynch, Pierce, Fenner & Smith, including Associate Financial Advisor, Wealth Management Banking Specialist, and Assistant Vice President Wealth Management Banking Specialist.