ST. LOUIS, April 15, 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 Bryan/College Station, Texas.
Joining the new office is the Urquhart Allen Wealth Management Group, which consists of the father-son team of Kreg and Trace Urquhart, and Bob Allen, who come to Stifel from UBS Financial Services, where they were responsible for $183 million in client assets.
Mr. Allen began his career in 1967 with A.G. Edwards & Sons, where he was joined by Kreg Urquhart in 1997. They remained with the firm through its acquisition by Wachovia Securities, eventually moving to UBS in 2009. Trace Urquhart joined the team in 2019.
Bryan/College Station is Stifel’s 17th office in Texas and the seventh office the firm has opened in the state since 2019.
“The Urquhart Allen Wealth Management Group has been providing quality financial guidance to their clients in the Bryan/College Station area for decades. We are excited to have another successful team join us in Texas and look forward to growing our presence even more in the area,” said Bart Reese, Branch Manager.
