ST. LOUIS, September 13, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that Genesis Wealth Management has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Ft. Myers, Florida.
Consisting of financial advisors David Moreland, Jason Scoggins, William (Bill) White III, and Will White, the team comes to Stifel from UBS Financial Services, Inc., where they were responsible for $470 million in client assets. They are supported by Client Relationship Manager Diane Scoggins.
“We are excited to move our practice to Stifel. Having served clients in the rapidly changing financial markets of the last 30 years, we’ve decided to align ourselves with one of Wall Street’s most versatile firms,” said Bill White.
“Stifel has a rich history and culture and allows us the perfect place to continue to serve our clients. They’re also well-known for being a leader in equity research,” added Mr. Scoggins.
“We see the changing landscape; we know and respect the values of our clients. Stifel puts us in a position to provide the level of service that our clients deserve,” said Mr. Moreland.
“We are delighted to bring Genesis Wealth Management and their longstanding experience and expertise serving clients to our growing footprint in Florida,” said Chris McCray, Director, Southeast Region. “From the addition of our new office in Venice, Florida, in mid-2020 to our growing presence in Miami, Stifel continues to be a location for professional advisors looking to transition their practice.”