Stifel lands financial advisers from UBS, Merrill Lynch, Wells Fargo Advisors

Stifel lands financial advisers from UBS, Merrill Lynch, Wells Fargo Advisors
The three financial advisers managed $520 million in client assets.
SEP 04, 2018
By  Sarah Min

Stifel Financial Corp. has landed three financial advisers from UBS, Merrill Lynch and Wells Fargo Advisors. Altogether, the new hires managed $520 million in client assets. The financial advisers have joined Stifel Nicolaus & Co., the firm's broker-dealer subsidiary. Craig Johnson has joined the firm's Phoenix, Ariz., office. Previously, Mr. Johnson was at UBS, where he managed $211 million in client assets. Patrick Strehl has joined the firm's Louisville, Ky., office. At Merrill Lynch, he managed $169 million in client assets. (More: Merrill Lynch reverses policy on banning IRA commissions following death of DOL fiduciary rule) David Manning joined the firm's Shrewsbury, N.J., office. Previously, he was with Wells Fargo Advisors, where he managed $140 million in client assets. Stifel Financial is based in St. Louis, Mo.

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.