Women Owners' Network event brought together
women from across the network, including several from newly
affiliated firms with nearly $1
billion in client assets
ST.
LOUIS, July 2, 2024 /PRNewswire/ -- Stifel
Financial Corp. (NYSE: SF) today announced that its independent
contractor broker-dealer subsidiary, Stifel Independent Advisors,
LLC, concluded its inaugural Women Owners' Network (WON) event,
which brought together women from across the firm for a day of
education and networking. Joining the event were women advisors and
executives from recently affiliated Stofan Agazzi Investments
and Columbia Crest Financial Advisors, two firms with combined
client assets of nearly $1
billion.
The Women Owners' Network is inspired by and modeled after
Stifel Financial's Women's Initiative Network, or "WIN," but with
activities specifically geared to the unique challenges faced by
female independent owners. Both WIN and WON are designed to empower
women throughout the firm to recognize their value and reach their
full potential, personally and professionally, through networking,
mentoring, and education.
WON was spontaneously launched as the latest offshoot of the
larger initiative when a small group of Stifel Independent
Advisors' top women advisors, including Cindy Boyle, President of Freehold Wealth
Management, began working together to share best practices and
encourage success.
Tim Boostrom, Chief Operating
Officer of Stifel Independent Advisors, said, "We are dedicated to
promoting the professional growth of women in wealth management,
not only because it supports our mission as a company, but more
importantly because it is the right thing to do. The WON event was
terrific, and I'd like to thank Cindy and her peers, who took time
out of their practices to help us with the planning, promotion, and
execution of the event. We look forward to getting together every
year."
Bringing Women Advisors Together to Strengthen
Practices
In addition to the event's education, idea-sharing, and
relationship-building aspects, attendees heard from celebrity chef
Vivian Howard from the former PBS TV
show "A Chef's Life" and Mary Alice
Monroe, The New York
Times bestselling author of 27 novels.
"It was exciting to be part of Stifel Independent Advisors'
inaugural WON event, which brought a wonderful group of inspiring
women together for a great day of learning, community building, and
idea sharing," said Ms. Boyle. "This event was fully embraced by
Tim and the leadership at Stifel Independent Advisors, who
gave us everything we needed to make it successful and enjoyable.
Several actionable ideas came out of our time together that we will
pursue with management, including creating a women's succession,
acquisition, and business continuity program to match women looking
to exit the business with those in growth mode."
Mr. Boostrom concluded, "One of the smartest things we can do as
leaders of financial firms is to listen to our advisor partners and
create environments for them to feel valued and heard. This
approach fosters the creativity that can ultimately generate great
ideas like WON and our recent event."
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 Stifel
Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.;
and in the United Kingdom and
Europe through Stifel Nicolaus
Europe Limited. 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
https://www.stifel.com/investor-relations/press-releases.
For further information,
contact Brian Spellecy
(314) 342-2000
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SOURCE Stifel Independent Advisors