St. Petersburg, Florida-based team is responsible for $189 million in client assets.
FOR IMMEDIATE RELEASE
FLORIDA-BASED WEALTH MANAGEMENT TEAM JOINS STIFEL INDEPENDENT ADVISORS
ST. LOUIS, May 10, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that BT Legacy Wealth Management in St. Petersburg, Florida, has joined the firm’s independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC.
BT Legacy Wealth Management is led by 27-year financial advisor Jamie Tomlin, CFP®, Owner, Managing Director. She is supported by Zak Tomlin, Independent Financial Advisor, and Heather Hoe, Client Service Associate. The team was previously affiliated with Wells Fargo Advisors Financial Network, where they were responsible for $189 million in client assets.
“My team and I couldn’t be more excited to be joining Stifel Independent Advisors,” said Ms. Tomlin. “We’ve found that it offers the vast resources of an industry-leading firm and a level of personalized support and access to decision-makers that we simply did not find at any other firm we looked at. The team at Stifel Independent Advisors cares about us just like we care about our clients. They’re committed to helping us grow our business, and the firm’s client-centric business model will enable us to deliver the outstanding service our clients deserve.”