In January 2015, I made the move to Stifel, and my only regret is that I didn’t do it earlier. Thanks to the help of an excellent team, my transition into a producing Branch Manager was absolutely seamless. You can expect a similarly smooth and successful transition.
After 24 years with Wells Fargo Advisors and its predecessor firms, 18 of which I spent as a Branch Manager, I was looking for an environment less burdened with micro-management and the convoluted layers of bureaucracy. In that respect, Stifel has given me a home. We are in a business founded in trust and strengthened through personal relationships, and Stifel is a firm that values both their clients and their advisors. We have never had a culture that pressures advisors into cross-selling products, as nobody is comfortable in a relationship where the management of their funds will ever have to be questioned. Talented individuals who want an environment that appreciates their entrepreneurial energy will be drawn to our culture.
I encourage you to consider this. Do you truly respect and trust your current firm? Do they truly trust and respect you? Stifel has the utmost respect for you and the relationships you have worked so diligently to cultivate.
This is a great time to be a part of our success, as our net revenue has enjoyed record growth for the past 24 years. You have a future here. I’d like to personally invite you to visit our office and learn how a 130-year-old firm can be a place of both tradition and bold new ideas.