• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
  • Tools & Resources
    • FAQs for Merrill Advisors
    • FAQs for UBS Advisors
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
  • Tools & Resources
    • FAQs for UBS Advisors
    • FAQs for Merrill Advisors
    • Other Tools For Advisors
    • Subscribe to e-Newsletter

In the News

Stifel hires former UBS, Merrill teams to staff two new offices

Posted by Barbara Herman

September 22, 2020
By Andrew Welsch

Stifel signed on two teams managing more than $450 million in combined assets to staff two new branch offices, according to the firm, furthering the regional broker-dealer’s aggressive hiring streak in recent months.

Across the country at Stifel’s other newly established office — in Audubon, New Jersey — the firm hired advisors Richard Bonnette, sons Eric and Breton, as well as Edward Ellis and Lawrence Brown. The team was previously with Merrill Lynch, where they oversaw $280 million in client assets.

The Bonnette Wealth Management Group “will be the anchor that will help Stifel grow a bigger presence in the area,” said Paul MacCrory, manager of Stifel’s Philadelphia market. “And I am excited for them to be a part of our future.”

Read more…

You may also be interested in...

Share
0

About Barbara Herman

Senior Vice President – Known for her sound advice, unique perspectives and ability to identify creative solutions. Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques, as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. Learn more...

    Recent News & Articles

    • Should FAs Be Tested for Cognitive Decline?
    • The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey
    • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
    • How Cresset Became a $27 Billion Wealth Manager in Under Five Years by Recruiting Top Private Bankers and Aggressive M&A
    • Edward Jones Opens Multi-FA Office in Seattle
    See. Here. Now.
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2022 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

    • Leading Financial Advisor Recruiting Firm:
    • About
    • Services
    • FAQs
    • Articles
    • Podcast
    • News/Media
    • Tools/Resources
    • Contact
    • Our Locations
    • Privacy Policy
    • Site Map