Throughout his decades-long career in financial services, Mark has had one goal in mind: Focusing on working with clients to become their partner as they strive to build the financial future they desire. By developing a tailor-made investment strategy for each client that is designed to address all aspects of their financial outlook, Mark strives help those he serves live their lives in the best way they can – without undue financial sacrifice or overexposure to risk.
Prior to joining Raymond James in January 2018, Mark served as first vice president, investments, with Wells Fargo Advisors for nine years. Before that, he held the role of vice president with Merrill Lynch for 25 years. Mark earned his bachelor’s degree in economics and finance from Rutgers University – New Brunswick.
A lifelong resident of New Jersey, Mark was raised in Piscataway and currently makes his home in Bedminster with his wife, Maria. The pair have two children: Amanda, a student at Hamilton College, and Mark, a student at Boston College Law School.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.