Mark Lee Liley

Background and experience

For nearly 14 years Mark has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Mark has dedicated his career to delivering the personalized investment planning services his clients deserve.

Prior to joining Raymond James in 2018, Mark began his career as a Registered Representative with The Leaders Group in Denver , where he developed his fundamental investment knowledge. He joined Wells Fargo Investments, a predecessor firm of Wells Fargo Advisors, in 2003 to take a team approach in providing personalized financial advice for individuals and families.

Before entering the financial services industry , Mark graduated from Colorado State University with a degree in Economics.

Focus

Mark provides compreh ensive investment planning. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event it is a process. As your life circumstances change, so must the investment strategies Mark uses to stay on course toward meeting your objectives. That is why Mark works with you, to design invest ment strategies targeted to your specific needs and goals.

Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, Mark can help.

Away from the office

Mark spends his free time with his wife, Stefanie, and their two children, Giuliana and Anthony. They like to stay active both physically and mentally, whether it's playing soccer together at the park or taking regular trips to the Children 's Museum . Mark especially enjoys golfing, fishing and car detailing, where he is learning the fine art of scratch and swirl removal.