Advisers on the Move

Wells Fargo brokers managing $671 million leave for Stifel

Reps join offices in California, Michigan and Pennsylvania

Jun 14, 2019 @ 10:00 am

By InvestmentNews

Six advisers, collectively managing $671 million at Wells Fargo Advisors, have joined Stifel Nicolaus & Company in California, Michigan and Pennsylvania.

Taylor Browman and Tyler Weaver, who were responsible for $240 million in assets, have joined Stifel in Newport Beach, Calif.

Mr. Browman began his career in 1981 at Smith Barney and worked at several large firms before joining Wells Fargo in 2006. Mr. Weaver joined Wells Fargo in 2014.

(More:See more adviser moves in InvestmentNews' Advisers on the Move database.)

Dave Bry, who joined Stifel in Bay City, Mich., managed $170 million in assets at Wells Fargo, which he joined in 2011 after nine years at Allstate Financial.

Steve Clark and Rick Stubbs, who managed $175 million at Wells Fargo, have joined Stifel in Okemos, Mich. Mr. Clark was with Wells Fargo and a predecessor firm for a total of 24 years combined. Mr. Stubbs was with Wells Fargo and a predecessor for 30 years, and earlier was with Merrill Lynch for six years.

Stephen Sosangelis, who joined Stifel in Conshohocken, Penn., managed $86 million at Wells Fargo, which he joined in 2005. He had been with Morgan Stanley and Prudential Securities earlier.

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