Stifel Recruits UBS Advisor Team
BY: ANDREW WELSCH
SOURCEMEDIA
TUESDAY, JUNE 24, 2014
PRINT EMAIL REPRINTS
inShare
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 Stifel’s ninth in the Lone Star State. Weazer and Bozarth are joined by registered client service associate Lanna Zorn.
According to FINRA, Bozarth began his career at Merrill Lynch in 1979. He later joined UBS through its acquisition of Paine Webber. Weaver joined UBS in 2006.
via Stifel, Nicolaus, UBS, Paine Webber, Merrill Lynch | On Wall Street.