Stifel Nabs 6 Reps From Wells Fargo, Merrill
The new advisors managed nearly $575 million in client assets.
Stifel Financial says its broker-dealer has gained five former Wells Fargo advisors and one from Merrill Lynch. The new advisors work with a total of nearly $575 million in client assets.
In the firm’s Redding, California office, Brad Jackson, Steve Medak and Josh Wiley have joined. At Wells Fargo, they were responsible for $149 million, $87 million and $85 million in client assets, respectively.
In Spokane, Washington, Eric Allen has joined. At Wells Fargo, he worked with $110 million in client assets.
Clint Anderson is now with Stifel’s Overland Park, Kansas, office. At Merrill Lynch, he had $93 million in client assets.
And in Los Angeles, Bruce Ticknor has joined Stifel. While with Wells Fargo, he was responsible for $49 million in client assets.
“Judging from the number of St. Louis home office visits we’ve been hosting, financial advisors have accelerated the pace of their due diligence,” John Pierce, head of recruitment, said in a statement.
Pierce added, “Stifel empowers its advisors to deliver the entire firm to their clients as they see fit. Advisors joining us can deliver solutions they feel are most appropriate.”