In the News

Merrill Lifers Join Stifel in Colorado Springs

ST. LOUIS, January 20, 2022 – Stifel Financial Corp. (NYSE: SF) today announced that financial advisors Greg and Mike Garcia have joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Colorado Springs, Colorado.

The father-son team comes to Stifel from Merrill Lynch, where they were responsible for $100 million in client assets.  They have 33 years of combined investment industry experience – 29 for Greg and four for Mike.  Both spent their entire careers at Merrill Lynch prior to joining Stifel.

“Moving from our prior firm, where my career spanned more than 29 years, is no small undertaking,” said Greg Garcia.  “We set out to find a firm that has the client at the center of all they do.  We found that firm in Stifel.”

“Merrill Lynch lifers Greg and Mike did their due diligence and were very thorough in their search to find the right firm for both them and their clients.  We are very excited to welcome them to the Stifel family,” said Natalie Mahler, Business Development Manager for Colorado and Branch Manager, Colorado Springs and Cherry Creek.

The Garcia Wealth Advisory Group – Stephen Knopp, Greg Garcia, Lisa O’Connor, and Mike Garcia

Stifel Company Information

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

Share this article

If you enjoyed this article. Please consider sharing it with your network.