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