Mark joined Merrill Lynch Wealth Management in 2014. He graduated with his BA from Marist College in 2008 and earned his Chartered Retirement Planning Counselor, CRPCTM designation in 2016. Mark also earned his Chartered Financial Consultant, ChFC® designation in 2021. Mark focuses on building relationships with clients and their families, helping them achieve a more enjoyable present and a secure future.
Mark is a Senior Portfolio Advisor who, in addition to providing traditional advice and guidance can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Clients at various stages in their lives count on Mark to help them find ways to pursue their financial and life goals, including: the retirement lifestyle they envision, preparing for the cost of the best education possible for their children and grandchildren, and establishment of their legacy through family foundations and philanthropy.
Mark currently resides in Montville, NJ with his wife, Lauren and their two sons, Christopher and Nicholas. Mark enjoys spending time at the Jersey shore with his family and watching Giants football.
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.
