Mark O'Leary, CFP®, AIF®

Mark O'Leary, CFP®, AIF®

Vice President, Investments

Mark enjoys using his financial skill and knowledge to develop wealth management strategies for clients who need growth of capital and income. It’s all part of the comprehensive financial planning service Mark’s clients depend on him to provide to help them pursue their personal and financial goals.

Mark has completed the arduous CFP® certification process to become a Certified Financial Planner™ professional. He must also meet ongoing certification renewal requirements, and is held to rigorous ethical standards.

A native of Pennsylvania, Mark is originally from Beaver. He attended Gettysburg College where he earned his bachelor’s degree in economics. Today, Mark and his wife, Ann, live in Beaver and have four boys. The family attends First Presbyterian Church where Mark is a deacon. Active in the community, Mark is a member of the Beaver Business District Authority. Outside the office, Mark enjoys spending time with his family. And you may also see him riding his road bike around the area, too.

Raymond James is not affiliated with any of the organizations listed above.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.