In the most recent move, a team that is led by Stephanie Turner joined Stifel in Waco, Texas. The group, which includes her husband, Robert E. Turner Jr., and advisor Marguerite Montgomery as well as client associate Shelly Hall, had overseen $900 million in customer assets and generated around $3 million in annual revenue, according to a Stifel spokesman.

Source: UBS Team with $3-Mln Shifts to Stifel, Another $3.9-Mln Group Joins RIA – AdvisorHub