UBS lost an advisor team managing more than $170 million in AUM to Stifel, Nicolaus.
Advisors Clint Weaver and Joe Bozarth joined Stifel and opened an office in Waco, Texas, for the firm. The office is Stifels ninth in the Lone Star State. Weazer and Bozarth are joined by registered client service associate Lanna Zorn.
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