ST. LOUIS, October 13, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that financial advisor Natalea Simmons has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in Frontenac, Missouri.
Ms. Simmons has 21 years of investment industry experience, all at Merrill Lynch, where she was responsible for $431 million in client assets. She is supported by Emily Cuba, Client Relationship Manager, and Leslie Kollar, Senior Registered Client Service Associate.
“We couldn’t be more excited to bring our practice to Stifel,” said Ms. Simmons. “After completing due diligence on several firms, large and small, it was clear to us that the boutique nature of Stifel would allow us to provide the best possible guidance and service to our clients. Stifel is truly committed to its advisors and the wealth management business, giving us direct access to an abundance of sophisticated resources.”
“Natalea has built an exceptional advisory practice, and we’re excited that she’s made Stifel her firm of choice” said Jim Zemlyak, Co-President of Stifel. “Her team and her clients will benefit from our unique advisor-centric culture as well as resources and support that we believe are the best in the industry. They are an outstanding addition to our Frontenac office, which continues to attract entrepreneurial advisors from a variety of firms here in our hometown market.”