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Industry Spotlight > Broker Dealers

$445M Wells Fargo Reps Move to Stifel

By Janet Levaux

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A Wells Fargo branch in New York (Photo: Bloomberg) A Wells Fargo branch in New York (Photo: Bloomberg)

Stifel has recruited four financial advisors from Wells Fargo with a total of $445 million in client assets. 

Joining Stifel in Sioux Falls, South Dakota, is the team of Bryan Person, Jesse Wright, and Alex Person. They work with $340 million.  Bryan has 26 years of industry experience, while his son Alex has five. Wright has been in the business for seven years. 

“Our branch has doubled in size this year and we are in a new location as a result of our growth,” according to Sioux Falls branch manager Jennifer Sherman. “We feel this move for The Person Wright Financial Group will be a great fit for everyone involved.”

In addition, Ed Wilder has joined Stifel’s Bellevue, Washington, office. He works with $105 million and entered the business 15 years ago. 

Wilder “is a high-quality individual with an impressive, growing business that fits perfectly with our office.  His addition brings us to over $2 billion in assets under management in Bellevue, a 100% increase since our opening in 2013,” explained Bellevue branch manager Mark McClure in a statement.

Stifel has about 2,200 financial advisors.

Janet Levaux

@Think_JanetL

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