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Fitzgerald/Roberts Wealth Management Joins Stifel in Athens

ST. LOUIS, January 20, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that the Fitzgerald/Roberts Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Athens, Georgia.

The team consists of Michael Fitzgerald, Managing Director/Investments; Roy Roberts, First Vice President/Investments; and LuAnne Stone, Client Service Associate.  The team comes to Stifel from Wells Fargo Advisors, where they were responsible for $225 million in client assets. 

“We are excited about joining Stifel in Athens,” said Mr. Fitzgerald.  “Roy, LuAnne, and I feel Stifel is closely aligned with our team values and priorities to seek good outcomes for our clients.  Life is unpredictable, and confidence in your team takes away the fear of the unknowns.”

“We are very excited to welcome Mike, Roy, and LuAnne to the Athens office of Stifel,” said Ed Ferguson, Branch Manager.  “The people who make up the culture of our firm were the driving force behind their move, and we are excited to have them as we continue to grow in the Athens market.”

In addition to the Fitzgerald/Roberts Wealth Management Group, Stifel’s Athens office is also home to the Ferguson Wealth Advisory Group, consisting of Ed Ferguson and Dick Ferguson, who joined Stifel from Raymond James in October 2022.

Stifel Company Information

For further information,
contact Brian Spellecy
(314) 342-2000

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