ST. LOUIS, November 22, 2022 – Stifel Financial Corp. (NYSE: SF) today announced the addition of four new flagship offices to its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC.  In total, the four offices are responsible for $566 million in client assets.  Joining Stifel Independent Advisors are: 

 

• All Seasons Capital & Advisory – Chestertown, Maryland.  Consisting of financial advisors John Macielag and Katy Lightburn, this team joins Stifel Independent Advisors from Merrill Lynch, where they were responsible for $292 million in client assets.  Mr. Macielag was a Merrill lifer, having spent his entire 31-year career with the firm prior to joining Stifel Independent Advisors. 
  
  
• Tanner Creek Capital – Lake Oswego, Oregon.  This team consists of financial advisors Eric Niedermeyer and Emily Lapp.  They have 48 years of combined industry experience and come to Stifel Independent Advisors from Wells Fargo Advisors Financial Network, where they were responsible for $108 million in client assets. 
  
  
• Oliver Private Wealth Advisors – Spring, Texas.  The father-son team of Ted and Joe Oliver has joined Stifel Independent Advisors from Morgan Stanley, where they were responsible for $83 million in client assets.
  
  
• Beacon Wealth Advisory – Mountain View, California.  This new office is led by financial advisor David Hsieh, who comes to Stifel Independent Advisors from Wells Fargo Advisors, where he was responsible for $83 million in client assets.

“We’re excited to establish offices in these strategic markets – Eastern Maryland, Portland, Houston, and Silicon Valley,” said Alex David, President and CEO of Stifel Independent Advisors.  “Each of these advisors are focused on growth and found that our bespoke approach, access to decision-makers, and high-touch feel aligned with their focus on both organic and inorganic growth.  Including these new additions, we have now added 11 outstanding new practices to the Stifel Independent Advisors family this year, and we look forward to partnering with more growth-focused teams like them in the days to come.”

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