In the News

ST. LOUIS, June 18, 2025 – Stifel Financial Corp. (NYSE: SF) is pleased to announce that The Summa Group, one of the nation’s leading wealth advisory teams, has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated in a new Private Client Group office in Sherman Oaks, California. The Summa Group joins Stifel from […]

ST. LOUIS, May 23, 2025 – Stifel Financial Corp. (NYSE: SF) today announced that the Sabota Wealth Management Group has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in a new Private Client Group office in Tyler, Texas. The team comes to Stifel from UBS, where they were responsible for $530 million in

ST. LOUIS, May 21, 2025 – Stifel Financial Corp. (NYSE: SF) today announced that the Abbracciamento Strandskov Wealth Management Group has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in Yardley, Pennsylvania.  The Abbracciamento Strandskov Wealth Management Group consists of John Abbracciamento, Managing Director/Investments, Brian Strandskov, Senior Vice President/Investments, and Gregory Abbracciamento, Vice

ST. LOUIS, April 22, 2025 – Stifel Financial Corp. (NYSE: SF) today announced that MainStreet Wealth Management Group has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in a new Private Client Group office in Houston, Texas. The team comes to Stifel from UBS, where they were responsible for $873 million in client

ST. LOUIS, April 16, 2025 – Stifel Financial Corp. (NYSE: SF) today announced that Melissa Transier, Chris Green, and Ryan Bell have joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in Dallas, Texas, as Managing Directors/Investments. The trio comes to Stifel from Merrill Lynch, where Ms. Transier and Mr. Green were responsible for

ST. LOUIS, March 12, 2025 – Stifel Financial Corp. (NYSE: SF) today announced that the Greer Financial Group has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in a new Private Client Group office in Macon, Georgia.  The Greer Financial Group is led by Hal Greer, Managing Director/Investments; George Greer, Vice President/Investments; Ryan

ST. LOUIS, October 15, 2024 – Stifel Financial Corp. (NYSE: SF) today announced that financial advisor Jim Kniffin has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in Salem, Oregon.  Mr. Kniffin has 43 years of investment industry experience and comes to Stifel from Morgan Stanley, where he was responsible for $231 million

ST. LOUIS, August 14, 2024 – Stifel Financial Corp. (NYSE: SF) today announced that the Gasper Investment Consulting Group has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in Bowling Green, Kentucky.  Consisting of Drew Richey, Senior Vice President/Investments; Joshua Marson, First Vice President/Investments; and Andrew Boyles, Vice President/Investments, the team comes to

ST. LOUIS, July 12, 2024 – Stifel Financial Corp. (NYSE: SF) today announced that the Williams Jennings Wealth Management Group has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in a new Private Client Group office in Fayetteville, Arkansas.  Consisting of Kraig Williams, Senior Vice President/Investments, and Hannah Jennings, First Vice President/Investments, the

ST. LOUIS, June 20, 2024 – Stifel Financial Corp. (NYSE: SF) today announced that veteran wealth management executive Jeff Markham has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary as Managing Director. Mr. Markham will help implement the firm’s growth strategy and serve on Stifel’s Global Wealth Management operating committee.  He will be