Planning someone’s future is a great responsibility, and it is not one that Mark has ever taken lightly. Helping clients build their futures and planning for whatever life throws their way is what he does best.
12 years of proprietary trading.
5 years on the L.I.F.F.E. trading floor, London England
10 years Corporate Retirement Director at Morgan Stanley
Mark joined Phoenix with an extensive understanding of capital markets and personal advising. His acute understanding of wealth management strategies allows him to deliver professional long-term financial planning advice to his clients.
He’s the kind of professional you want managing your investments, because he’s the kind of guy who understands why they are important: helping provide security and opportunity for you and your family.
Mark is a native of upstate New York and completed his B.A at Florida State University and GSL program at University of Chicago. His professional credentials include: Certified Financial Planner® and Chartered Retirement Plan Specialist®. At Raymond James, Mark is a member of the Leaders Council *. Mark was named to the 2020 edition of the Forbes list of Best in State Wealth Advisors†.
Mark and his wife Gina live in Hillsborough, North Carolina, where they serve as active members of the community. Mark was a member of the Historic District Commission and restored several of the town’s beloved landmarks. He also worked as a volunteer coach for youth soccer and youth basketball. Mark is a family man who enjoys spending time with his wife and 3 children.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for the award/rating.
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.