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The first quarter was another busy one for Stifel. In case you missed it, here’s a quick rundown of what we’ve been up to:
Growing revenue. Our Global Wealth Management segment posted its 13th consecutive quarter of record net revenue.
Recruiting new advisors. We added 22 financial advisors from six different firms in the last three months.
Engaging with clients. Our lack of bureaucracy means our advisors can dedicate more time to helping their clients.
Winning awards. A record number of Stifel advisors were named to Forbes’ 2024 Best-in-State Wealth Advisors, Best-in-State Women Wealth Advisors, and Best-in-State Wealth Management Teams lists.
Winning MORE awards. Stifel was named 2023 U.S. Mid-Market Equity House of the Year by International Financing Review, recognizing outstanding capital markets achievement.
Expanding our capabilities. Stifel announced an agreement to acquire Finance 500, Inc. and CB Resource, Inc., market leaders in the underwriting and issuance of CDs.
Having fun. Remember when being an advisor was fun? At Stifel, it still is. Our advisor-centric culture makes Stifel a great place to work. Morale is high here at the No. 1-ranked firm in the employee advisor segment of the J.D. Power 2023 U.S. Financial Advisor Satisfaction StudySM
To sum it up: It’s business as usual at the firm Where Success Meets Success.
Come be a part of something special here at Stifel.
Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust, each a wholly owned subsidiary of Stifel Financial Corp. and affiliate of Stifel, Nicolaus & Company, Incorporated.
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