Clark began his career as an Assistant Vice President and Trust Officer at Regions Bank in 2000 before shifting to the investment industry when he joined Merrill Lynch in 2005. He served as Vice President and Senior Investment Associate for 12 years at Merrill before moving to Ameriprise Financial Services in 2017. Clark came to Stifel in 2025, continuing his mantra of taking his clients’ unique situations, risk tolerance, and goals all into consideration to provide a customized approach to helping them with financial decisions.

Clark earned a B.A. in Psychology from Florida State University in 1996 and a Juris Doctor degree from the Birmingham School of Law in 2000. He also holds Series 7 and 66 securities licenses, as well as Accredited Asset Management Specialist™ and Accredited Portfolio Management Advisor™ designations.

Outside the office, Clark enjoys cycling, traveling, and listening to music in addition to spending time with his wife, Rachel, and their three children, Gabby, Anna, and Tripp.

Courtney began her financial services industry career in 1993 at Stern, Agee & Leach before moving on to Merrill Lynch in 2000 and then shifting to Ameriprise Financial Services in 2017. She joined Stifel in 2025 and continues to provide daily account-related and operational support to clients. Courtney earned a B.S. in Human Environmental Sciences from the University of Alabama and also holds Series 7, 63, and 66 securities licenses.

Away from work, Courtney enjoys spending time with her husband, Hill, and her sons, Hill Jr. and Tommy. She also likes traveling, reading, and playing Mahjong.