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Stifel

Retiring Boomers Leave Room for Opportunity

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In many fields, it’s a time of huge transition with a large portion of baby boomers starting to retire. There’s a need for younger, qualified employees to take those spots. 

Branch manager of Stifel, Ken Williams, explains that the wealth management business is one of those fields. Stifel has been consistently growing, and there’s a need for new financial advisors to join firms like Stifel and enter into succession planning opportunities with advisors who are retiring. 

“It’s amazing to me how many folks don’t know the Stifel name,” says Williams. He chuckles and says, “My favorite line to use is, ‘We’ve only been around 128 years, and we’re trying to get the word out.’” 

The Stifel name may not be as recognizable as some of the larger firms, but there’s a reason for that. “We recognize each client is different and don’t believe a “one size fits all” mentality.  Stifel focuses on individual client needs” says Williams. “What separates us is the level of expertise we provide.”

“Stifel really is different,” says Williams. “Our entrepreneurial culture differentiates Stifel advisors, allowing us to address the needs of multiple generations of clients.”

The St. Louis-based wealth management firm was founded in 1890 to help clients plan for retirement, save for children’s education, and potentially reduce tax bills and help increase income.  Among 390 nationwide branches, there are branches in Joplin and Rolla. 

stifel.com

 

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