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FUNDRAISING NEWS | July 18, 2024

Wells Fargo FA Duo Shift to Stifel

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Stifel Financial has acquired a team of financial advisors from Wells Fargo, now operating as the Williams Jennings Wealth Management Group. The group is based in a new Private Client Group office in Fayetteville, Arkansas. The team comprises Kraig Williams, Senior Vice President, Investments, and Hannah Jennings, First Vice President, Investments, who managed $236 million in assets at Wells Fargo. They are supported by Terri Shields, Client Service Associate. 

Kraig Williams entered the financial services industry at A.G. Edwards in 1995, transitioning through its acquisitions by Wachovia Securities and Wells Fargo Advisors before moving to Stifel in 2024. He holds Series 7, 63, 65, and 66 securities licenses and was listed on Forbes’ Best-in-State Wealth Advisors from 2020 to 2024. Hannah Jennings started her investment career in 2012 at Wells Fargo Advisors and joined Stifel in 2024, holding the same securities licenses as Kraig. She focuses on comprehensive wealth planning, including retirement and legacy planning, and offers customized investment strategies. They are supported by Terri Shields, Client Service Associate. 

To view the press release, click here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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