ST. LOUIS, November 8, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that Freehold Wealth Management, a three-advisor team based in Landrum, South Carolina, has joined the firm’s independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC.
Freehold Wealth Management consists of Cynthia Boyle, President; her husband, John N. Boyle III, Managing Director; and their daughter, Mary B. Steele, CFP®, Managing Partner. The three advisors have 91 years of collective investment industry experience and are responsible for $139 million in client assets. Their practice was previously associated with Wells Fargo Advisors Financial Network.
“We are thrilled to be joining Stifel Independent Advisors,” said Ms. Steele. “As a family-owned and -operated practice, we value our relationship with our clients and model our business to direct as much attention toward servicing those relationships as possible. We chose Stifel as they prioritize client relationships and service. This, in conjunction with Stifel’s possession of one of the industry’s top research departments, made our decision to partner with Stifel Independent Advisors an easy one. We are excited to see our practice Freehold Wealth Management prosper with Stifel Independent Advisors as our partner.”
“The Freehold Wealth Management team has deep roots serving investors in South Carolina, and they’re just the sort of entrepreneurial, client-focused advisors we’re looking for at Stifel Independent Advisors,” said Crystal Schlegl, First Vice President and Co-Director of Stifel’s Women’s Initiative Network. “We’re pleased to welcome them to our growing independent channel, and we’re excited that Cindy and Mary will be working with our Women’s Initiative Network, which provides networking and mentoring opportunities to women at every stage of their careers at Stifel.”
Freehold Wealth Management is the second team to join Stifel Independent Advisors since it rebranded from Century Securities Associates, Inc. in March.
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com.
For further information, contact Brian Spellecy (314) 342-2000