ST. LOUIS – Stifel today announced the formation of the Bellar-Yother Advisory Group in its Cookeville, Private Client Group office.
The team is a combination of two existing Stifel teams, the Yother Wealth Management Group and the Bellar Wealth Management Group, consisting of:
- Mike Yother, AIF®, MBA, senior vice president/investments, portfolio manager – solutions program
- Rick Bellar, vice president/investments, portfolio manager – solutions program
- Trey Bellar, vice president/investments, portfolio manager – solutions program
- Julie Yother, MBA, financial advisor associate
- Bailey Yother, registered client service associate
- Carla Lamb, AIF®, CFP®, registered operations coordinator
Prior to joining Stifel, members of the Yother and Bellar teams worked together at the Cookeville office of UBS Financial Services/J.C. Bradford & Co. The Yother team joined Stifel in 2016, and the Bellar team joined in 2020.
Together, the members of the team have more than 130 years of combined investment industry experience and are responsible for approximately $300 million in client assets.
“When the Bellars moved to Stifel, we began talking about succession planning and how we could leverage each individual’s knowledge in order to adapt to the ever-changing financial landscape,” said Mike Yother. “We believe we can meet the challenges of the future and expand our ability to serve more clients by combining our efforts and developing specialties within the team.”
“In January when we joined Stifel, we immediately began discussions with Mike, Julie, Bailey and Carla about combining forces,” added Trey Bellar. “We are delighted to work with them in providing a multigenerational team approach to enhance the client experience.”
In addition, the team is pleased to announce that Bailey Yother has passed the Securities Industry Essentials and Series 7 and 66 exams, and Carla Lamb has earned the Certified Financial Planner™ certification.
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Mo., that conducts its banking, securities and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Century Securities Associates, Inc.; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com.
