Stifel Financial Corp. (NYSE: SF) today announced that the Battistelli Holland Wealth Management Group of its Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary has been named to Forbes’ 2024 Best-in-State Wealth Management Teams list.
Based in Lebanon, the Battistelli Holland Wealth Management Group consists of financial advisors, Mike Battistelli, Brett Holland, and Sonia Gross, who have more than 50 years of combined industry experience. The team believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing
The 2024 Best-in-State Wealth Management Teams list spotlights approximately 4,100 top-performing wealth management teams. Teams were researched, interviewed, and assigned rankings within their respective states.
“We are proud to be recognized by Forbes’ for this prestigious award,” said Mr. Battistelli. “This acknowledgment is a testament to our continued dedication to constructing a platform around our clients’ unique needs and goals.”
Methodology
Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners and Miller Buckfire business divisions; Keefe, Bruyette & Woods, Inc.; and Stifel Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.
