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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.”

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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...

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