Services

Mark has more than 20 years of experience as a financial advisor. He has been a vice president of investments at both Morgan Stanley and Prudential Financial, and has been with Raymond James Financial Services for the past 10 years. He considers it an honor to be part of such a great team.

Mark has a passion to be the best and do the best for his clients, at all times. His goal is to help individuals and families secure their financial future. Mark places a strong emphasis in the areas of retirement planning, estate planning, asset allocation and fixed income. He does not want to appear overly conservative, but he feels "job one is to protect assets and job two is to grow them." He prides himself on providing prompt and reliable service to his more than 300 clients nationwide. "You first" are not just words for Mark; they are his personal mission statement.

Mark creates a complete financial plan that takes into consideration a client's personal goals, needs, objectives, risk tolerance, income requirements, time horizon and more, before making any investment recommendations. His clients are confident in his abilities to manage their money and have entrusted more than 50 million dollars to his care. Mark feels privileged to accept that responsibility and builds upon that trust by helping his clients' friends and families meet and achieve their financial goals through referrals. Mark believes people have a personal connection to their money and want to have a personal connection to those who manage it. He considers his clients his friends.

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Peace of mind takes planning.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Retirement Planning - Charting a course for your retirement destination.
• Bonds - Are bonds right for you?
• 401(k) - What to expect from your 401(k) advisor.

Mark Huntley
Registered Investment Advisor Representative

70 Main Street
Ludlow, VT 05149
Phone: 802-228-5774
Fax: 802-228-5765
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