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FUNDRAISING NEWS | May 23, 2024

Stifel Adds Former Merrill Lynch Team

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Stifel Financial has acquired a team of advisors from Merrill Lynch to establish a new Private Client Group office in Des Moines, Iowa. The Clark Malone Group, spearheaded by Grant Clark and Mark Malone, brings significant expertise to Stifel.

Grant Clark, assuming the role of managing director/investments, has been with Merrill Lynch since he began his career in 1999. Mark Malone, stepping in as first vice president/investments, joined Merrill Lynch in 2011. Grant Clark and Mark Malone collectively hold the CPFA, CPWA, CFP, and CRPC designations. They are supported by Sara O'Brien, a registered client service associate, and Lyndsi Truka, a client service associate. Collectively, this team had managed $1.2 billion in assets at Merrill before making the transition to Stifel.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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