Coming off a record year for revenue and client assets, Stifel has solidified its standing as one of the nation’s leading full-service wealth management firms.
With more than 400 offices and 2,400 financial advisers across the nation, Stifel offers a comprehensive suite of services designed to address the needs of even the most sophisticated investors, including high-net-worth individuals, affluent families, institutions, municipalities, corporations and more – all delivered with the personal attention of a boutique firm.
Stifel’s philosophy on investing is grounded in Midwestern values and a tradition of trust, understanding and solid, studied advice, according to company officials.
Its growth trajectory from boutique firm to one of the nation’s leading full-service wealth management firms began in earnest in the early 2000s. A series of acquisitions that included the 2008 purchase of Butler Wick & Company – a Youngstown-based brokerage firm – helped spur Stifel’s growth.
Stifel’s local footprint will soon expand. Three Stifel offices in the Mahoning Valley region will be rolled into one new office under construction at 6601 Westford Place in Canfield. The opening corresponds with the firm’s expansion plans in the Mahoning Valley in the years to come and brings additional employment opportunities for Youngstown’s financial talent.
“We are very excited about our new office opening this summer, which will provide us additional opportunities to expand our workforce,” says Stephen VanSuch, managing director/investments and branch manager. “We plan to add more financial advisers and support personnel. We encourage advisers at other firms to consider a move to Stifel, where you are encouraged to build your business the way you see fit.”
The autonomy of building your own business and the streamlined processes at Stifel helps it to stand out from its competitors.
“At Stifel, we have very little bureaucracy, yet an abundance of capabilities and our financial advisers have direct access to decision-makers without layers of middle management,” VanSuch adds. “Decisions are made promptly, communication is open and everyone’s voice matters. Stifel offers financial advisers the full breadth of products and services they need to effectively serve their clients, backed by respected, high quality research. This is an exciting time to be affiliated with Stifel.”
Stifel’s Mahoning Valley roots are well established and the new office illustrates the firm’s commitment to the area.
Through the firm’s robust resources, Stifel’s financial advisers can assist clients in developing a customized plan designed to help them better understand their goals and how to pursue them.
