Stifel Financial Picks Up 5 Wirehouse Reps
Its latest recruits include a Merrill trio in Kentucky with nearly $100 million in client assets.
Stifel Financial says it has added eight advisors over the past week with a total of $467 million of client assets. Three of them moved to Stifel from Merrill Lynch, one from UBS and two from Wells Fargo, while two others joined from Raymond James.
The Merrill team that recently came on board includes advisors Brad Edwards, Tim Hummell and Christina Gianascoli. The team is based in Covington, Kentucky, and works with $99 million in client assets.
“We welcome this awesome group of rising stars to Stifel,” John Pierce, head of recruitment, said in a statement. “We are excited about advisors who want to grow their practice and then add to their teams, allowing us to serve the next generation of investors while providing a succession plan for our tenured advisors.”
In addition, Anthony Small is now part of the firm’s New York City Private Client Group office from UBS, where he previously was responsible for $42 million.
More Hires
Jon Webster joined Stifel’s Carlsbad, California, office from Wells Fargo Advisors, where he worked with $80 million in client assets.
Anthony Ignacio is with Stifel in Newport Beach, California, after leaving WFA. He has managed about $57 million and is the seventh advisor to join this Stifel location in 2019.
Moving to Stifel from Raymond James are Kevin Byrne, responsible for $130 million in client assets, in Chicago and Andy Miller, with $59 million, in Gainesville, Georgia.
“From advisors at wirehouses owned by banks to those at super regionals and boutiques — Stifel has shown that our open architecture and ‘advisor-first’ mentality is resonating across the country,” Pierce said in a statement.
Stifel had 2,193 advisors as of Sept 30, 2019, up about 45 from a year ago.
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