With the knowledge that comes with more than 30 years of experience in the financial services industry, Mark helps investors navigate the myriad of available investment options with a focused level of service and a personal commitment.
From financial planning to comprehensive portfolio management, Mark’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
At Raymond James, Mark has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely, and truthfully. Also, he strives to provide all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Mark joined Raymond James in 2022 after he spent his first ten years with Drexel Burnham, Smith Barney, and Shearson Lehman. Deciding to become independent, looking for the freedom to recommend investment ideas without any proprietary pressure, he joined First Allied Securities. He left First Allied Securities to start his own branch office and joined Capital securities of America in 2003. Capital Securities was bought by Wunderlich Securities which later was acquired by B Riley Wealth which Mark was currently employed. He received a Bachelor of Science degree in accounting in 1986 from State University of New York at Binghamton. Mark is a passionate tennis player and is involved with Residents Forward a local environmental club. Residents Forward works hard to keep Port Washington beautiful and educate local students regarding climate change. Mark lives in Port Washington and is married to Susan for 26 years and has twins Max and Samantha who are 20. When not in the office, he enjoys tennis, golf, skiing, hiking, spending time with family and friends.
Mark Goldman is a Certified Financial Planner™ professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.