Mark Kean has been serving the financial needs of individuals, professionals, business owners and their families for more than 37 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Mark takes a comprehensive approach to addressing your financial needs. After getting to know you and fully understanding your investment objectives and your tolerance for risk, Mark works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Mark works diligently to help you develop both your personal financial plan and a detailed investment strategy. Mark’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and strive for your long-term financial goals.
Originally from Rock Tavern, New York, Mark graduated from the State University of New York in Albany, with a bachelor’s degree in business. He earned the professional designation of Certified Financial Planner™ from the Certified Financial Planner Board of Standards, Inc. Prior to joining Raymond James in 2021, Mark worked for Merrill Lynch Wealth Management for nine years. Away from the office, Mark enjoys playing the piano, working with several charities including Duke Children’s Hospital, and improving his golf game when he can.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
