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Stifel Adds Advisors in Houston and Oklahoma City

ST. LOUIS, March 30, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary recently added four financial advisors.

The father-son team of Barry and Michael Doering has joined the firm’s Houston Northwest office from Merrill Lynch, where they were responsible for $245 million in client assets.  Also joining Stifel from Merrill Lynch at Houston Northwest is Will Ulbricht, who was responsible for $108 million in client assets.

“I have known Barry, Michael, and Will from our days working together at our previous bank employer.  Like many, they came to realize that Stifel was a much better fit for them to serve their clients as they believe is best for their clients and in an open-architecture environment,” said Bart Reese, Branch Manager.  “I am excited to welcome them and their assistant, Kristina Reyes, to the Houston Northwest office.”

In addition, James Lathrop has joined Stifel’s Oklahoma City office from Morgan Stanley, where he was responsible for $148 million in client assets.

“We’re excited that James has made Stifel his firm of choice,” said Bob Johnson, Managing Director, Southwest Region.  “Our Oklahoma City office has grown exponentially since 2018, from two advisors and $215 million in client assets to eight with well over $1 billion today.  It’s one of the many success stories we’re seeing both in our Southwest Region and across the country – client-focused advisors are looking for more freedom, less bureaucracy, and better products, services, and support, and that’s exactly what they’re finding here at Stifel.  We’ve added four advisors in four days, and with our strong recruiting pipeline, we expect to add more in the days ahead.”

Stifel Company Information

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

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