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Stifel Welcomes Reich Yore Jenne Wealth Management Group in Lake Forest and Naples

ST. LOUIS, April 27, 2022 – Stifel Financial Corp. (NYSE: SF) today announced that the Reich Yore Jenne Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated.

Consisting of financial advisors Tana Reich, Susan Yore, and Brett Jenne, the team comes to Stifel from Merrill Lynch, where they were responsible for $536 million in client assets.  The three advisors will serve clients from two locations, with Yore and Jenne based in Lake Forest, Illinois, and Reich based in Naples, Florida.

“We have always promised our clients we would put their needs first.  We are thrilled to find Stifel and its advisor-centric culture.  It is a wealth management firm that owns a bank, as opposed to being owned by a bank.  We loved Stifel’s boutique feel and that they’re selective with regards to who is a good fit for the firm.  We are looking forward to settling in and letting our communities know there is a strong, well-respected, female-led wealth management team waiting to meet them,” said Reich. 

“We are proud that the highly successful Reich Yore Jenne Wealth Management Group chose Stifel and our Lake Forest and Naples offices,” said Kevin Ortmeyer, Managing Director, Central Region.  “We look forward to a long partnership focused on delivering results and value to clients in their best interests.”

The Reich Yore Jenne Wealth Management Group

Stifel Company Information

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

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