ST. LOUIS, June 26, 2020 – Stifel Financial Corp. (NYSE: SF) today announced that three financial advisors have joined the Anderson, Indiana, Private Client Group office of the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated. All three advisors were previously with Wells Fargo Advisors.
Joining Stifel are the father-son team of Steve and Daniel Bottomley, who were responsible for $310 million in client assets at Wells Fargo Advisors, and Paul Church, who was responsible for $60 million in client assets.
“I am extremely excited to be reunited with Steve, Paul, and Kimberly Morse, Registered Client Service Associate,” said Steve Warner, Branch Manager. “I am also pleased to have the opportunity to work with Steve’s son, Daniel. The Bottomley family is well known and respected throughout the Anderson community, having offered wealth guidance and services for decades. Our expansion as a firm, both locally and nationally, is attributable to our culture and the desire to be the Firm of Choice for advisors and the Advisor of Choice for clients.”
“I’m impressed with Stifel’s commonsense approach to the business,” added Steve Bottomley. “Every investor deserves sound guidance, no matter the size of the account. Stifel’s willingness to let us work with everyone is refreshing. We look forward to offering continued investment guidance to our clients and growing our business with Stifel. Our core values and Stifel’s culture provide a strong foundation for our clients.”
Stifel’s Anderson office is located at 33 West 10th Street, Suite 900, and can be reached by calling (765) 649-2339.