For nearly 40 years Mark has built a loyal following of clients, including several multiple generational families. Mark’s clients receive highly personalized financial guidance. His primary areas of focus are wealth management and estate planning. Mark’s philosophy is to take a long-term approach to financial planning and provide his clients with a well-diversified portfolio, comprising carefully selected investments, particularly mutual funds and ETFs, designed to meet their goals.
He joined Raymond James in 2002 because he was drawn to the firm’s well-established history of strength, stability and integrity. Previously, he worked at BMA Financial Services, where he was the company’s number 1 area director, a distinction he held for 11 consecutive years*. He began his career in 1984 as a district manager with Waddell & Reed, Inc. The financial services industry was an obvious choice for him given his father, Michael’s career in the industry.
Mark graduated cum laude from the University of Michigan with a Bachelor of Science degree. He also holds an MBA from the Eli Broad Graduate School of Management at Michigan State University.
Mark and his wife, Marsha, have two sons and live in Birmingham, Michigan. In his free time, Mark enjoys golfing, skiing and yoga.
*This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with the referenced organization.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.