Mark Nixon
Senior Vice President, Senior Financial Advisor
I have worked in the financial services industry since 1993, advising clients for over 25 years, and have over 6 years of experience in leadership and management within the industry.
As a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management, I have experience working with high-net worth individuals, families, and successful current and former business owners, creating customized strategies for their specific needs and goals. I focus on portfolio management, appropriate retirement solutions, asset allocation, education funding, tax minimization strategies, and estate planning services. Every client can expect to learn what percentage return they need on their financial assets to help achieve their financial goals for both current and future generations.
When out of the office, I spend my time team roping and country western dancing!
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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.
