Updated Wednesday, June 19, 2013 as of 10:33 AM ET
Industry - Regionals
Stifel Adds Wells Fargo Vet in Florida
Monday, March 18, 2013
Print
Email
Reprints

Stifel continues to build up its presence in Florida with the addition of a second former Wells Fargo broker to the Melbourne, Fla., office.

The firm recently picked up a Wells Fargo veteran with over $100 million in assets, and has now scooped up John Peterson, who also oversaw over $100 million. 

Both were legacy AG Edwards advisors. Peterson, who began his career in 1996, moved to Wells Fargo in 2008 through a series of mergers.

At his new post, Peterson will operate as vice president/investments. He is joined by his client service associate Ellen Cunningham.

Stifel, which has around 2,000 advisors, recently opened an office in Clearwater, Fla., with three former Morgan Stanley advisors who had around $243 million in assets.

Comment
Be the first to comment on this post using the section below.
Post a Comment
You must be registered to post a comment.
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.
Player Template for http://www.onwallstreet.com
Practice Management
Is Your Attire Costing You Clients?
Guides and Supplements
30-days-30-ways-2013

Current Issue

The June Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Quick Polls
Are You Considering Changing Firms This Year?
Yes, to Another Wirehouse or Regional Firm.

14%

Yes, Considering Independence.

14%

No.

71%

Industry Events

June 20, 2013 |

June 24, 2013 | Miami Beach, FL

July 30, 2013 | Las Vegas, NV

August 7, 2013 | San Diego

September 22, 2013 | New Orleans, LA

Already a subscriber? Log in here