ST. LOUIS, June 24, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that its broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, has opened a new Private Client Group office in Brentwood, Tennessee.
Joining the new office are Bill Wade and Reid Berry, who come to Stifel from Merrill Lynch, where they were responsible for $211 million in client assets. Mr. Wade will serve as Branch Manager of the new office, Stifel’s seventh in the state of Tennessee and its second in the Nashville metropolitan area.
“We’re excited to welcome Bill, Reid, and their team to the Stifel family,” said Jim Zemlyak, Co-President of Stifel. “Their entrepreneurial, client-focused approach is in line with Stifel’s culture, making them the perfect team to help us grow our presence in Tennessee.”
“We were thrilled to choose Stifel as the home for our clients, especially after our visit to the home office,” said Mr. Wade. “We were very impressed with the breadth of resources we and our clients would be able to access, as well as the culture. The team seemed so down to earth and accessible; we’re really looking forward to getting settled in. I feel supremely confident that the factors that drew us to Stifel will allow us to build an office full of high-caliber advisors. Brentwood is the perfect location to continue growing the Stifel name.”