A trio of advisors has signed on with Stifel, the firm announced this week.
Well Fargo veteran Marty OConnor and Terry Gordon, formerly of RBC Wealth Management, have joined Stifels Del Mar, Calif., private client group office, while longtime Morgan Stanley advisor Richard Linnihan has made the jump to Stifels private client group office in Golden Valley, Minn.
OConnor, who had $180 million in assets under management at Wells Fargo, will serve as vice president/investments. Gordon will hold the title of associate vice president/investments. She had $50 million in AUM at RBC.
I have had the privilege of working with Marty and Terry in the past, and to be reunited with them is an absolute honor, Del Mar branch manager Jeff McCoy said in a statement. Attracting talented advisors like them is a testament to what Stifel CEO Ron Kruszewski is building.
Linnihans hiring comes just days after Stifel lured away another Morgan Stanley advisor. He spent 19 years at his former firm and will now serve as senior vice president/investments.
We are excited to have Dick join our firm, Stifel branch manager Joe Buska said in a statement. Kelly LaVine, our Assistant Branch Manager, and I have both known Dick for more than twenty years, and he brings a wealth of experience and professionalism. His decision to come to Stifel is a testament to the caliber of our firm and its entrepreneurial culture.