ST. LOUIS, August 4, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that the Shelby/Fields Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Redlands, California.
The team consists of Kirk Shelby, Senior Vice President/Investments; Jerry Fields, Senior Vice President/Investments; Erin Green, Financial Advisor Associate; and Christopher Peterson, Client Service Associate. The team comes to Stifel from UBS, where they were responsible for $443 million in client assets.
“After many years with the same firm, we felt that we needed to pursue a better way for our clients and our team,” said Mr. Fields. “We explored other options and found the culture and people at Stifel to be the best fit. Stifel’s capabilities and the service are exactly what we and our clients need. And Stifel’s flat management structure allows us direct access to the people that can make decisions and fix issues.”
Added Mr. Shelby, “I’ve heard Stifel described as combining big-firm capabilities with Midwestern values, and I couldn’t agree more. The branch office has live people in the office every day to greet clients with a smile and a can-do attitude. After 37, years coming to work is fun again, and that is super sweet.”
“We’re pleased that the Shelby/Fields Wealth Management Group chose Stifel,” said Robert Heinze, Branch Manager. “Kirk, Jerry, Erin, and Chris have noticed since their first day in our Redlands office that Stifel will provide them with the respect and the support they and their clients deserve. In partnership with Western Region Managing Director John Lee, we look forward to continued growth in the Redlands area as more successful advisor teams like the Shelby/Fields Wealth Management Group make Stifel their firm of choice.”
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
