Grace Whitty
Client Service Associate at Stifel
- Role
- Client Service Associate at Stifel Financial Corp.
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Grace Whitty
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Experience
Client Service Associate
Oct 2024 — Present · Washington, DC, US
Ranked on Forbes’ 2025 Best-In-State Wealth Management Teams list for Washington, D.C.• Help clients achieve their financial goals by analyzing account statements, coordinating internal and external asset transfers across various account types, and optimizing RMDs to enhance their overall financial strategy • Engage in client-facing communication with high-net-worth individuals, addressing inquiries, and facilitating rollovers from employer plans to IRAs in coordination with counterparties such as Fidelity and Vanguard• Assist financial advisors with opening, maintaining, and updating client accounts, while suggesting innovative ideas to enhance workflow and team performance
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science - BS, Finance, General
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