ST. LOUIS, June 3, 2022 – Stifel Financial Corp. (NYSE: SF) today announced that Green Fairways Wealth Management has joined the firm’s independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC.
Based in Venice, Florida, Green Fairways Wealth Management consists of financial advisors Jim Tate, Kelley Tate, Jake Tate, and Christopher Menzies. Previously associated with Wells Fargo Advisors FiNet, the team has 68 years of combined investment industry experience and is responsible for $214 million in client assets.
“We’re excited to make Green Fairways Wealth Management the latest flagship office for Stifel Independent Advisors,” said Jim Tate. “We explored our options and found that Stifel’s culture and values mirror what we have always exhibited within our practice. For our team, the ability to deliver a high level of service to our clients was of the utmost importance, and we’re confident that our affiliation with Stifel Independent Advisors will allow us to do just that.”
“I’ve known Jim and Kelley for almost a decade, and I am thrilled to have them follow us to Stifel Independent Advisors. They are consummate professionals that have helped many of their clients retire successfully,” said Alex David, President and CEO of Stifel Independent Advisors.
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