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CBC Wealth Management
Group
What really stands out here is that local management expressed a willingness to do whatever is necessary to help our business prosper. At Stifel, they are always working to get to a 'yes' even when 'no' is a much easier answer.
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Tom Lee, Senior Managing Director, Head of IP&S
We have an incredible home office in St. Louis to support our advisors. Through acquisitions and hiring, we have also built a home office presence in New York that provides resources dedicated to high-net-worth clients and financial advisors with sophisticated businesses.
Jonathan Peris, Director/Investments
Where our previous firm felt too cumbersome, cut off our entrepreneurial spirit, and operated more like a bank, Stifel has been quite the opposite. Stifel has a flat structure, with direct access to our CIO, management, and senior leadership.
