FOR IMMEDIATE RELEASE
TWO STIFEL ADVISORS NAMED TO
WORKING MOTHER'S TOP WEALTH ADVISOR MOMS LIST
ST. LOUIS, October 12, 2021 - Stifel Financial Corp. (NYSE: SF) today announced that two financial advisors from its Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary have been named to Working Mother magazine's Top Wealth Advisor Moms list for 2021:
Leigh Anne Gage - Cincinnati, Ohio
Lacey York - Beaver, Pennsylvania
The Top Wealth Advisor Moms list spotlights 400 top financial advisors across the country who have children under the age of 21 living at home. Working Mother and SHOOK Research rank these advisors based on the volume of assets overseen by the advisors and their team, revenues generated for the firm, and the quality of the advisors' practices.
"Leigh Anne and Lacey are outstanding mothers and advisors who have successfully balanced their personal and professional lives throughout the COVID-19 pandemic," said Crystal Schlegl, Co-Director of Stifel's Women's Initiative Network. "We're grateful for the recognition they've received from Working Mother and could not be prouder of the compassion, dedication, and creativity they continue to show in helping their clients pursue their important financial goals."
Working Mother's Top Wealth Advisor Moms, October 12, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of more than 32,000 nominations. SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking.
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 Century Securities Associates, Inc. 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 global disclosures, please visit www.stifel.com/investor-relations/press-releases.
For further information, contact Brian Spellecy (314) 342-2000