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
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA

  • Forbes Best-in-State Wealth Management Teams, 2023The 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


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


  • Certified Divorce Financial Analyst®
  • 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
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

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager