Mark Merryfield

Mark Merryfield

Senior Vice President/Investments

Phone: (949) 234-2360
Fax: (949) 234-0326

Mark has almost 40 years experience working in the financial industry and is a graduate of the University of Southern California (USC) with a degree in Bachelor of Science.  Prior to joining Stifel, he worked for Morgan Stanley Dean Witter for 30 years.  

He has developed a passion for working with both individuals and business owners helping them build and grow their wealth.  Over the years, he has worked with multi-generational families providing financial advice and guidance through each stage of their lives.  

In his spare time, Mark enjoys playing golf and traveling with his wife.  He currently serves as a board member of California Family Life Center (CFLC) which helps troubled youth and supports various charitable causes.  Mark and his wife are long-term residents of Laguna Niguel.