STIFEL INDEPENDENT ADVISORS CONTINUES GROWTH

WITH FOUR-ADVISOR TEAM IN WASHINGTON STATE

 

ST. LOUIS, February 8, 2024 – Stifel Financial Corp. (NYSE: SF) today announced that Columbia Crest Financial Advisors has joined the firm’s independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC.

 

Columbia Crest Financial Advisors is led by Richard Reith and Laura Nelson and includes Financial Advisors Silas Newkirk and Trina Whitten.  The team is based in Chehalis, Washington, with Ms. Whitten working from a satellite office in Roseberg, Oregon.  They were previously affiliated with Wells Fargo Advisors Financial Network, where they were responsible for $335 million in client assets.

 

“The team at Columbia Crest Financial Advisors is incredibly excited to work with Stifel Independent Advisors,” said Mr. Reith and Ms. Nelson.  “Stifel’s approach to client service and their focus on collaboration creates a high-level experience for everyone.  This makes them the perfect fit for our business, our team, and most importantly, our clients.” 

 

“Richard and Laura have built an outstanding team at Columbia Crest Financial Advisors, and we’re excited to welcome them to Stifel Independent Advisors,” said Tim Boostrom, Head of Business Development for Stifel Independent Advisors.  “They believe in our core mission of profoundly impacting lives, and have shown it by relentlessly caring about their clients and communities in the Pacific Northwest for many years.”

 

Columbia Crest Financial Advisors is the second practice to join Stifel Independent Advisors thus far in 2024, following Stofan Agazzi Investments in Joliet, Illinois, which joined the firm in January.

 

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 and Miller Buckfire business divisions; Keefe, Bruyette & Woods, Inc.; and Stifel Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.; 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 global disclosures, please visit www.stifel.com/investor-relations/press-releases.  

 

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For further information,

contact Brian Spellecy