ST. LOUIS, August 31, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that the Turley-Hall-Albanese Wealth Management Group has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in a new Private Client Group office in Beaumont, Texas.
The Turley-Hall-Albanese Wealth Management Group is led by Lee Turley, Mark Hall, and Dustin Albanese. The three advisors have 65 years of combined investment industry experience and come to Stifel from Merrill Lynch, where they were responsible for $582 million in client assets. Mr. Hall will serve as Branch Manager of the new office.
“We see the changing landscape; we know and respect the values of our clients. Stifel puts us in a position to provide the level of service that our clients deserve,” said Mr. Hall.
“We chose to move to Stifel for its culture, capabilities, and commitment to clients,” added Mr. Turley. “After researching a number of firms, it became clear to us that Stifel had the resources we needed for our clients and practice, coupled with an entrepreneurial spirit we had been missing.”
“I have known these advisors for many years, and they’re the perfect team to lead our expansion into Beaumont, our 18th office in the state of Texas,” said Bob Johnson, Managing Director, Southwest Region. “They took the time to do a deep dive and explore our culture and all we have to offer, and I’m proud they chose Stifel. We give them a platform to build on their success, strengthen their client relationships, and grow their business.”