• Mark Teed, WMSTM, CRPC®

    Branch Manager

    Senior Vice President, Investments

Mark W. Teed is a trusted investment advisor representative who currently manages nearly $300 million in client assets and who is a registered broker in 30 states and territories in the United States as of 2022. Mark has more than three decades worth of financial services experience, with 30 plus years spent in investment management.
Mark's approach to portfolio management is simple: He keeps his clients informed about changes in the market and the opportunities they provide. His approach to investment success is much more complicated.

As a financial advisor, Mark knows that the investment strategies employed must meet his clients' individual investment objectives and balance market risk. Timely data and robust analytics provide him with the ability to spot opportunities quickly, but he believes it is his experience that truly gives his clients an edge. That expertise is widely acknowledged, and as a result, Mark is a regular commentator on television news regarding market and investment trends and issues.

Mark trained under James S. Williams, who founded the Williams Inference Service, and consulted with him for 23 years. Mr. Williams, who passed away in 2010, taught him to spot anomalies and draw inferences from small clues that could then be formulated into an investment theme or strategy.


  • Series 7, 8, 63, 66
  • CRPC®, Chartered Retirement Planning Counselor
  • WMS, Wealth Management Specialist