In the News

ST. LOUIS, October 21, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that the Lake Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated. Consisting of financial advisors Tim Kertz, Joe Hartman, and Elgin Rees, the team has 55 years of collective investment industry experience and comes to Stifel […]

ST. LOUIS, October 14, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that financial advisor Steve Seiler has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Overland Park, Kansas. A financial advisor since 1998, Mr. Seiler comes to Stifel from Wells Fargo Advisors, where he was responsible for $267 million in

ST. LOUIS, September 13, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that Genesis Wealth Management has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Ft. Myers, Florida. Consisting of financial advisors David Moreland, Jason Scoggins, William (Bill) White III, and Will White, the team comes to Stifel from UBS Financial

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