Mark joined Shorebridge Wealth Management in January of 2018. Mark’s focus is helping to develop financial planning and investment strategies for clients. Prior to joining Shorebridge, Mark participated in Merrill Lynch’s Practice Management Development program.
Mark is an Accredited Asset Management Specialist℠ through the College for Financial Planning. Professionally, he holds Series 7, Series 66 and life, accident and health insurance licenses.
Mark graduated with a bachelor’s degree in economics from The Ohio State University. He is currently enrolled in the Raymond James Advisor Mastery Program and Duquesne University’s Executive Certificate in Financial Planning Program. Mark is pursuing the Certified Financial Planner™ certification.
Mark enjoys playing basketball and golf. He is an ambassador for St. Anthony’s School Programs, which focuses on helping students with intellectual disabilities.
Raymond James is not affiliated with the above organizations.