Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Two women laptop

Diana Dalton Stieffel, CFP, CRPC, CDFA, RICP

Senior Vice President–Wealth Management

Over 35 years of Financial Service Industry experience:

  • Senior Vice President - Investments with Morgan Keegan & Company
  • Vice President - Investments with Marquis Investments (a subsidiary of First Commerce Corporation)

Personal & Community

  • Founding Member - St. Dominic Haiti Partnership
  • Board Member - Catholic Community Foundation of New Orleans
  • Professional Advisors Council - Catholic Community Foundation of New Orleans
  • Advisory Board - The New Orleans Opera
  • Past Co-Chair - Women's Giving Circle - Catholic Community Foundation
  • Member - St. Dominic Evenings for the Engaged
  • Past President - St. Dominic Pastoral Council

 

CA license #0D28194

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • TN
  • TX
  • VA

  • Forbes Best-in-State Women Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. in Finance, University of New Orleans

Credentials

  • Certified Divorce Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Retirement Income Certified Professional

Your goals are the starting point
Financial planning
Education planning
Long-term care planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
909 Poydras Street
Suite 2900
New Orleans, LA 70112
  • (504) 584-5670

Email Me

Our Process

Our Process

Goals-based planning

Goals-based planning

UBS Wealth Way

UBS Wealth Way

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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