The Merryfield, Abraham & Owens Wealth Advisory Group Advantage

We are a dedicated professional team with more than 100 years combined experience helping individuals, families, and businesses pursue their financial goals and objectives.  We strongly believe in developing lasting relationships and personalized plans tailored to your individual needs.

As you transition through the various stages of life, we will help you create an appropriate strategy based on your risk profile, investment horizon, and specific goals.  We do not believe in a one-size-fits-all approach.  It is by listening intently to you that we can develop appropriate strategies that will suit your unique needs.  Our investment philosophy is needs-driven, not product-driven.

Rest assured, markets will shift, as history has shown us, whether by political, economic, or global events.  We do not focus on what we cannot control; rather, we remain committed to you and your goals through periodic review, reporting, and making adjustments to your financial plan as necessary.

As part of our commitment to excellence, we are assisted by a highly knowledgeable, experienced, and responsive staff.  We intend for you to always feel that we are here for you to provide the high level of service you expect and deserve.  

 

 

Mark Merryfield Senior Vice President/InvestmentsMark Merryfield
Senior Vice President/Investments

Mark has more than 40 years of experience working in the financial services industry and graduated with a B.S. from the University of Southern California (USC).  Prior to joining Stifel, he worked for Morgan Stanley Dean Witter for 30 years.  

Mark has developed a passion for working with both individuals and business owners, helping them build their wealth with the goal of preserving and distributing it for future generations.  Over the years, he has successfully guided multi-generational families 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.  

 

Robert Abraham Senior Vice President/InvestmentsRobert Abraham
Senior Vice President/Investments

Robert's financial services industry career spans over four decades.  He graduated with a B.S. in Chemical Engineering from Drexel University and an MBA from California State University - Long Beach.  Prior to joining Stifel, Robert worked at Dean Witter Reynolds and Morgan Stanley Smith Barney.

Robert's passion is helping clients in their quest to build, grow, and mitigate risk to their wealth. This is evident by the long-term relationships he has built over the years and other generations of the families he has helped.  In addition, Robert is a supporter of various charitable organizations, including the Boy Scouts of America.

In his spare time, Robert is an avid golfer and enjoys traveling with his wife.  As the son of Greek immigrants, Robert is fluent in Greek* and enjoys entertaining friends and family at their residence in San Clemente.

*All business communication must be done in English.

 

Eric Owens, AAMS® Financial AdvisorEric Owens, AAMSTM
Financial Advisor

Eric believes the foundation of a successful client/advisor relationship is through mutual trust and respect.  He is deeply committed to helping his clients pursue their long-term financial goals. Having earned the Accredited Asset Management SpecialistTM designation, Eric has received in-depth training on providing a comprehensive approach to wealth management, risk mitigation strategies, and investment planning to individuals, families, and small businesses. 

Eric utilizes the vast resources of Stifel to deliver tailored financial strategies designed to address his clients' specific needs.  He works systematically to meet his clients' expectations with outstanding service and transparency, with the intention of being their financial advisor for life. 

Prior to beginning his financial services career in 2017, Eric had various roles within the mortgage finance industry.  He earned a B.S. from San Diego State University (SDSU), where he was a member of the Surf Team.

 

Sharon DeCampo
Registered Client Service Associate

Sharon has nearly 30 years of experience in the financial services industry and joined Stifel in 2011.  She holds Series 7 and 65 securities licenses, as well as life, health, and variable insurance licenses.

 

Devon Mantucca
Client Service Associate

Devon began her financial services career in 2018 after several years in the civil engineering field.  She earned a bachelor's degree in Botany from Arizona State University.