Diana Dalton Stieffel, CFP, CRPC, CDFA, RICP
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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.

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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
  • SC
  • TN
  • TX
  • VA
  • WV

Diana Dalton Stieffel, CFP, CRPC, CDFA, RICP

  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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.
  • Forbes Top Women Wealth Advisors Best-in-State, 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.

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. 

Diana Dalton Stieffel, CFP, CRPC, CDFA, RICP

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

Diana Dalton Stieffel, CFP, CRPC, CDFA, RICP

Your goals are the starting point
Financial planning
Education planning
Long-term care planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning

Diana Dalton Stieffel, CFP, CRPC, CDFA, RICP

909 Poydras Street
Suite 2900
New Orleans, LA 70112

Email Me

diana.stieffel@ubs.com
Diana Dalton Stieffel, CFP, CRPC, CDFA, RICP
909 Poydras Street,New Orleans,LA,70112

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
  • SC
  • TN
  • TX
  • VA
  • WV

  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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.
  • Forbes Top Women Wealth Advisors Best-in-State, 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.

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

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Retirement planning

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A plan to simplify your financial life

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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