In the News

Natalea Simmons Joins Stifel in Frontenac

ST. LOUIS, October 13, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that financial advisor Natalea Simmons has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in Frontenac, Missouri.  Ms. Simmons has 21 years of investment industry experience, all at Merrill Lynch, where she was responsible for $431 million in client assets.  […]

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Stephen C. VanSuch Joins Stifel to Lead Youngstown Market

Veteran Financial Advisor and Manager Was Responsible for $500 Million in Client Assets at Merrill ST. LOUIS, September 28, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that Stephen C. VanSuch has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary as Managing Director/Investments and Branch Manager in Canfield, Ohio.  In this role,

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Stifel Welcomes Turley-Hall-Albanese Wealth Management Group, Opens New Office in Beaumont, TX

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. 

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Shelby/Fields Wealth Management Group Joins Stifel in Redlands

ST. LOUIS, August 4, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that the Shelby/Fields Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Redlands, California. The team consists of Kirk Shelby, Senior Vice President/Investments; Jerry Fields, Senior Vice President/Investments; Erin Green, Financial Advisor Associate; and Christopher Peterson,

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STIFEL RANKS NO. 1 IN J.D. POWER STUDY

Stifel No. 1 in Overall Employee Advisor Satisfaction and Four Individual Categories

ST. LOUIS, July 5, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary ranked No. 1 in the employee advisor segment of the J.D. Power 2023 U.S. Financial Advisor Satisfaction StudySM. Stifel’s overall score, calculated from responses submitted by Stifel financial advisors, was 777 out of

STIFEL RANKS NO. 1 IN J.D. POWER STUDY

Stifel No. 1 in Overall Employee Advisor Satisfaction and Four Individual Categories
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Benn & Capan Wealth Management Group Joins Stifel in Los Angeles

ST. LOUIS, May 22, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that the Benn & Capan Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Los Angeles. The team consists of Peter Benn, Managing Director/Investments; Aaron Capan, Managing Director/Investments; Jessica Faris, Client Relationship Manager; and Jeronimo Ramirez,

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Stifel Adds Advisors in Houston and Oklahoma City

ST. LOUIS, March 30, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary recently added four financial advisors. The father-son team of Barry and Michael Doering has joined the firm’s Houston Northwest office from Merrill Lynch, where they were responsible for $245 million in client assets. 

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Fitzgerald/Roberts Wealth Management Joins Stifel in Athens

ST. LOUIS, January 20, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that the Fitzgerald/Roberts Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Athens, Georgia. The team consists of Michael Fitzgerald, Managing Director/Investments; Roy Roberts, First Vice President/Investments; and LuAnne Stone, Client Service Associate.  The team comes

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Catlett/Godin Wealth Management Joins Stifel in Wilmington

ST. LOUIS, October 26, 2022 – Stifel Financial Corp. (NYSE: SF) today announced Catlett/Godin Wealth Management has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Wilmington, North Carolina. The team consists of Sam Catlett, Managing Director/Investments; Todd Godin, Managing Director/Investments; and Adrieanna Piantedosi, Client Service Associate.  The team comes to Stifel from

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Dick Ferguson Joins Stifel PCG Exec. Team; Ferguson Wealth Advisory Group Opens New Office in Athens

ST. LOUIS, October 6, 2022 – Stifel Financial Corp. (NYSE: SF) today announced that Richard “Dick” Ferguson will be joining Stifel’s Private Client Group Executive Management Team.  Dick has nearly 35 years of investment industry experience, starting his career at Morgan Keegan in 1987 and rising to President of the Private Client Group.  He also

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