PROFILES IN LEADERSHIP
Stifel
STIFEL ’ S FOOTPRINT IN THE SACRAMENTO REGION
Established in 1890 , Stifel is a fullservice wealth management and investment banking firm with a middle-market focus . With approximately 2,300 financial advisors in nearly 400 offices across the nation , Stifel is the nation ’ s 7th largest full-service investment firm in terms of number of financial advisors . We serve the Sacramento region with 14 financial advisors based in our Roseville and Lincoln offices .
Stifel works with individual and institutional investors , as well as endowments and charitable organizations . Our fixed income trading professionals work with advisors to offer their clients attractive yields and prices on fixed income investments . We ’ re also home to one of the nation ’ s leading equity research groups – Stifel and our KBW affiliate combined to rank first among 167 and 161 qualifying U . S . firms , respectively , in the 2016 and 2017 Thomson Reuters Analyst Awards . ( See www . stifel . com / research for more information .)
Stifel ’ s parent company has enjoyed 24 straight years of record net revenue . The firm ’ s associates own approximately 30 % of the outstanding shares , which illustrates
how strongly they believe in our business model and stability moving forward .
“ One of the reasons why we ’ re one of the fastest growing firms in the industry is due to our ability to empower the advisor-client relationship ,” says Clay Evans , Vice President / Investments and Branch Manager . “ By letting our financial advisors have control over the structure of their practice and not forcing product goals on them , they can truly focus on their clients ’ needs .”
Looking to the future , Evans says , “ Our local goal is to expand Stifel ’ s footprint by opening additional branches in the Sacramento area and other neighboring areas where opportunities present themselves .”
Roseville ( 916 ) 626-3322
1420 Rocky Ridge Drive , Suite 340 Roseville , California 95661
Lincoln ( 916 ) 409-1300
985 Sun City Lane , Suite 105 Lincoln , California 95648
Stifel , Nicolaus & Company , Incorporated | Member SIPC & NYSE | www . stifel . com
“ Our local goal is to expand Stifel ’ s footprint by opening additional branches in the Sacramento area and other neighboring areas where opportunities present themselves .”
Stifel , Nicolaus & Company , Incorporated | Member SIPC & NYSE | www . stifel . com
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