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Dwealth.news

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Home News/Markets Industry Briefs Stifel Independent Advisors Focuses on Female
Leadership with Inaugural Women Owners’ Network...
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STIFEL INDEPENDENT ADVISORS FOCUSES ON FEMALE LEADERSHIP WITH INAUGURAL WOMEN
OWNERS’ NETWORK EVENT

By
DWN Staff
-
July 1, 2024
229
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--------------------------------------------------------------------------------

Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON),
an initiative designed to empower female advisors and executives. This
first-time event, organized by Stifel Independent Advisors (SIA), the firm’s
independent channel, brought together women leaders from across the firm for a
busy day of education and networking.

The event drew an accomplished cohort of women advisors and executives,
including key figures from the recently onboarded Stofan Agazzi Investments and
Columbia Crest Financial Advisors. Together, these firms manage nearly $1
billion in client assets, marking a significant milestone in Stifel’s commitment
to female leadership in finance.

Creating Opportunities

WON is the latest evolution of Stifel Financial’s Women’s Initiative Network
(WIN), tailored specifically to meet the unique challenges faced by female
independent owners. Both WIN and WON are crafted to help women recognize their
value and achieve their full potential through robust networking, mentorship,
and educational opportunities.

The genesis of WON can be traced back to an organic collaboration among top
women advisors at SIA, led by Cindy Boyle, President of Freehold Wealth
Management. Their collective drive to share best practices and foster mutual
success evolved into this initiative, according to Stifel.

A New Approach

“We are dedicated to promoting the professional growth of women in wealth
management, not only because it supports our mission as a company, but more
importantly because it is the right thing to do,” said Tim Boostrom, Chief
Operating Officer of Stifel Independent Advisors. “The WON event was terrific,
and I’d like to thank Cindy and her peers, who took time out of their practices
to help us with the planning, promotion, and execution of the event.  We look
forward to getting together every year.”

The event featured a mix of education, idea-sharing, and relationship-building.
Notable speakers included celebrity chef Vivian Howard, known for her PBS show
“A Chef’s Life,” and Mary Alice Monroe, The New York Times bestselling author of
27 novels. Their insights provided attendees with a blend of inspiration and
practical advice.

Cindy Boyle said new ideas for the network were generated at the event. “It was
exciting to be part of Stifel Independent Advisors’ inaugural WON event, which
brought a wonderful group of inspiring women together for a great day of
learning, community building, and idea sharing. This event was fully embraced by
Tim and the leadership at Stifel Independent Advisors, who gave us everything we
needed to make it successful and enjoyable.  Several actionable ideas came out
of our time together that we will pursue with management, including creating a
women’s succession, acquisition, and business continuity program to match women
looking to exit the business with those in growth mode.”

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