FOR IMMEDIATE RELEASE

 

STIFEL INDEPENDENT ADVISORS EXPANDS WITH

SEVEN-ADVISOR $650 MILLION TEAM IN JOLIET, ILLINOIS

 

ST. LOUIS, January 19, 2024 – Stifel Financial Corp. (NYSE: SF) today announced that Stofan Agazzi Investments has joined the firm’s independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC.

 

Based in Joliet, Illinois, Stofan Agazzi Investments is led by 36-year investment industry veteran Mark Stofan, CFP®, President.  He is joined by Financial Advisors George Stofan, Carroll Klotz, Irene Celander, Jessica Martin, Daniel Murphy, and Ron Lambert.  The team was previously affiliated with LPL Financial, where they were responsible for $650 million in client assets.

 

“Having served investors in the Joliet area since 1978, first as a standalone firm and then as independent advisors, we’re excited to begin the next chapter of Stofan Agazzi Investments,” said Mark Stofan.  “After performing extensive due diligence, it became clear that Stifel Independent Advisors offers the best platform for us to continue our growth trajectory while delivering the best possible service to our clients.  Stifel Independent Advisors has the deep resources, long-term perspective, and experience of a firm that has been around for more than 130 years, with a level of attention and support that we did not find at any other firm.  We’re confident that this will be a great move for both us and our clients, who stand to benefit from our new affiliation and the broad range of products and services available.”

 

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

(314) 342-2000