Stifel Financial announced that Stofan Agazzi Investments has joined the firm’s independent contractor broker-dealer subsidiary Stifel Independent Advisors, LLC. Based in Joliet, Illinois, Stofan Agazzi Investments is headed by 36-year investment industry veteran Mark Stofan, CFP, President.
He is joined by Financial Advisors George Stofan, Carroll Klotz, Irene Celander, Jessica Martin, Daniel Murphy, and Ron Lambert. And the team was previously affiliated with LPL Financial, where they were responsible for $650 million in client assets.
KEY QUOTE:
“Having served investors in the Joliet area since 1978, first as a standalone firm and then as independent advisors, we’re excited to begin the next chapter of Stofan Agazzi Investments. After performing extensive due diligence, it became clear that Stifel Independent Advisors offers the best platform for us to continue our growth trajectory while delivering the best possible service to our clients. Stifel Independent Advisors has the deep resources, long-term perspective, and experience of a firm that has been around for more than 130 years, with a level of attention and support that we did not find at any other firm. We’re confident that this will be a great move for both us and our clients, who stand to benefit from our new affiliation and the broad range of products and services available.”
- Mark Stofan
