With more than 25 years of industry experience, Mark has engaged in many thousands of financial planning analyses on behalf of financial advisors. Today, he assists advisors in all aspects of financial planning for their clients. Prior to joining Raymond James, Mark was a wealth management consultant with Morgan Keegan and AmSouth Investment Management. He earned an MBA from the University of Central Florida, where he also completed continuing post‐graduate studies in finance, and he is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst (CFA®) charter holder. Prior to his financial services career, Mark served in the U.S. Army under Military Intelligence. In his free time, he enjoys athletics and swimming.
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.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with any of the companies mentioned.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James is not affiliated with the above organizations and/or charitable causes.