Mark Willens, a native Floridian, grew up in Hollyood, Florida. Mark attented Florida State University where he received his degree in accounting, and pursued his CPA designation, which was earned in 1985. Mark is not currently active as a CPA. Mark quickly realized that his passion was in financial services and wealth management, and joined Merrill Lynch in 1989, and has been in the securities industry these past 25 years. Mark was most recently at Wells Fargo Advisors.
Mark has his series 7, 63, and 65 securities licenses, as well as his Florida Life, and annuity licenses. He is a Registered Investment Advisor Representative and Financial Advisor. Mark’s philosophy is to provide not only financial guidance, but to build long term relationships where he is intimately involved with his client’s life and needs.
One of the reasons that Mark has been so successful in his field is that he truly cares about his clients and has their well-being at heart. Another reason is his core investment philosophy, which is to build a portfolio designed to help generate substantial cash flow and grow over the years. Generating cash flow on a monthly and quarterly basis can provide the foundation for long term appreciation.
Mark has been married to his beautiful wife Wendy for the past seventeen years, and they have two boys, Jacob (15) and Sam (12). One of Mark’s favorite pursuits is coaching his kids in various sports.
Mark brings a passion to his work, because of the knowledge that he has helped many families over the years and that has given him a great deal of satisfaction. Mark can be reached by email at: Mark.Willens@raymondjames.com or by phone at (561) 241-6616.