Mark has recently relocated his family from New York City to Charlotte in order to begin a career with Merrill Lynch Wealth Management. Beginning in July of 2015, Mark has sought to achieve success as a Financial Advisor first as a Sole Practitioner and now as a Senior Financial Advisor.
Mark incorporates liquidity, liability and risk management in order to help families, individuals, and businesses. This methodology stresses a long-term philosophy to investing a client's irreplaceable capital based upon that client’s specific financial needs, goals, and risk tolerance.
Mark received a B.S. in Mechanical Engineering Technology from the State University of New York at Farmingdale. He has had a diverse career that includes property management, construction compliance, and product development. Mark currently holds two patents designed for the parents of infants and toddlers. Mark and his wife, Stephanie, live in Ballantyne with their daughter Samantha.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
