In the News

ST. LOUIS, September 2, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that a team of four financial advisors has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in New York City. Operating as the CBC Wealth Management Group, the team consists of Kenneth Chapin, Greg Chapin, Stephen Barbera, and Alan Cohen.  […]

ST. LOUIS, August 24, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that financial advisor Gerardo “Ardo” Fuentes has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Dallas. A financial advisor since 2000, Mr. Fuentes comes to Stifel from Merrill Lynch, where he was responsible for $130 million in client assets.

ST. LOUIS, August 12, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that two financial advisors have joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated. In O’Fallon, Illinois, Michelle Sabo has joined the firm from Wells Fargo Advisors, where she was responsible for $99 million in client assets. “I am excited to

ST. LOUIS, August 3, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that financial advisors Maurice “Mo” Schutte and William Rowe have joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Frontenac, Missouri. Operating as Simplify Wealth Group, the team has 24 years of combined investment industry experience and comes to Stifel

ST. LOUIS, July 27, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that financial advisors Tim Devlin and Michael Jeremiah have joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Spokane, Washington. Operating as the Devlin Jeremiah Group, the team has 53 years of combined investment industry experience and comes to Stifel

ST. LOUIS, July 14, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that three financial advisors have joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Newport Beach, California. Joining Stifel are Kevin Rutten and Mike Bas, who were previously with Wells Fargo Advisors, where they were responsible for $280 million and

ST. LOUIS, July 1, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that its broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, has opened a new Private Client Group office in Ferndale, California. Joining the new office is Laura Hussey, a 33-year investment industry veteran who comes to Stifel from Wells Fargo Advisors, where she

ST. LOUIS, June 30, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that the Ridley and Hull Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Bowling Green, Kentucky. Consisting of financial advisors John Ridley and Derek Hull, the team comes to Stifel from Wells Fargo Advisors, where

ST. LOUIS, June 24, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that its broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, has opened a new Private Client Group office in Brentwood, Tennessee. Joining the new office are Bill Wade and Reid Berry, who come to Stifel from Merrill Lynch, where they were responsible for

ST. LOUIS, June 22, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that financial advisors Pam Shulack-Smith and Marc Parson have joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Festus, Missouri. Ms. Shulack-Smith and Mr. Parson come to Stifel from Wells Fargo Advisors, where they were responsible for $89 million and