In the News

Sullivan Wealth Management Joins Stifel in Hyannis

ST. LOUIS, March 8, 2022 – Stifel Financial Corp. (NYSE: SF) today announced that the Sullivan Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Hyannis, Massachusetts.

Led by 37-year investment industry veteran Robert Sullivan, the team comes to Stifel from Wells Fargo Advisors, where they were responsible for $163 million in client assets.  The team also consists of Mr. Sullivan’s wife, Kristine Sullivan, Senior Registered Client Service Associate, and their son, Michael Sullivan, Client Service Associate. 

“I am pleased to announce that Kris, Michael, and I have joined Stifel, creating the Sullivan Wealth Management Group,” said Mr. Sullivan.  “Stifel is one of the leading investment firms in the country with a company philosophy of putting clients first.  After spending time with our local manager, Susan Lowry, and senior leadership in St. Louis, I’m certain that Stifel will provide us the resources and energy for our team to support our clients.  The values Stifel represents as a firm align perfectly to ours and our clients.”

“I’ve known Bob for many years through our children and their participation in community youth sports.  Bob volunteered to coach many of these sports teams, which he led with such kindness and great enthusiasm.  Bob, Kris, and Mike are going to make a great addition to the Stifel team.  I look forward to working with them on a professional level,” said Susan Lowry, Resident Manager.

“We are excited to add the Sullivan Wealth Management Group to the Stifel family,” said Derek Gage, Branch Manager.  “As we continue to grow in New England, the Sullivan group will be a great asset to our Hyannis office and the firm.  Stifel offers them an entrepreneurial culture and in-depth platform that will help them to continue serving their clients’ interests first.”

Stifel Company Information

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

Share this article

If you enjoyed this article. Please consider sharing it with your network.