Mark Mazman is a 1991 graduate of North Central College. He joined Raymond James in 2013 after spending 22 years at Oppenheimer & Co. Inc., where he worked extensively with public company executives, both institutionally and individually.
At Raymond James, Mark specializes in helping executives manage concentrated equity positions alongside their broader wealth management needs. He employs a high-touch, comprehensive approach to planning and has extensive experience with 10b5-1, 10b-18, and Rule 144 transactions, as well as providing guidance across a variety of corporate financial matters.
In addition, Mark has been recognized as a Longevity Planning Resource Ambassador, an honor awarded to advisors who are committed to enhancing the client experience through thoughtful, holistic planning. He believes longevity planning goes beyond financial strategies, helping clients navigate life's most important transitions with clarity, purpose, and confidence. In this role, Mark serves as a resource for fellow advisors, sharing insights and best practices designed to support meaningful client conversations and long-term planning outcomes.
This combination of technical expertise, personalized service, and commitment to holistic planning allows Mark to help clients make informed decisions and pursue their financial goals with confidence.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
