Mark's practice is focused on advanced planning relationships with entrepreneurs, business owners and corporate executives. Particularly, Mark works with client's tax and legal advisors to alleviate risk, execute tax strategies, and organize trust and estate structures.
Services for entrepreneurs and business owners
-Cash management services -Retirement Planning
-Investment strategies -Lending solutions through Bank of America
-Trusts and estates -Succession Planning
-Life Insurance
Tailored support for executives
-Concentrated stock strategies -10b5-1 trading plans
-Gifting, trusts and life insurance -Block trading
-Officer & Director Equity Services reporting
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.
