ST. LOUIS, May 23, 2025 – Stifel Financial Corp. (NYSE: SF) today announced that the Sabota Wealth Management Group has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in a new Private Client Group office in Tyler, Texas. The team comes to Stifel from UBS, where they were responsible for $530 million in client assets.
The Sabota Wealth Management Group consists of the father-son team of Michael Sabota, Senior Vice President/Investments, and Zachary Sabota, Senior Vice President/Investments, along with Elizabeth Lynn, Client Relationship Manager.
“As we explored our options, Stifel appealed to us on so many levels. For instance, Stifel’s flat organizational structure makes it easy to get things done, while its advisor-centric culture and wealth management focus mesh perfectly with our entrepreneurial spirit. Here, we can focus on providing outstanding service, and we look forward to delivering the firm’s vast resources to our clients in a timely and efficient manner,” said Michael Sabota.
“Michael and Zach have an impeccable reputation and are well known and highly respected in the local wealth management community. We couldn’t be more excited to welcome them as the first team in our new Tyler office and the fourth prominent team to join Stifel in Texas since April. We look forward to supporting them as they continue to grow their successful practice here at Stifel,” said Jeff Markham, Managing Director, Southwest Region.
