Mark Ventresco is a Managing Director and Wealth Management
Advisor with Merrill Lynch Wealth Management. Mark offers firsthand
experience unwinding the complexities that significant wealth
can entail, drawing on more than 30 years as an Advisor to an
accomplished clientele. He is particularly skilled in helping business
owners, executives, retirees, and multi-generational families tackle
significant decisions in their lives and wealth, whether transferring
or selling a business, optimizing executive compensation, designing
tax-minimization strategies, passing wealth to the next generation,
or any other financial priority.




Clients look to Mark and his team for a deeper level of strategy,
coordination, and service. Mark likens his role to that of a financial
architect. He devotes significant attention to each relationship,
designing a customized approach that reflects the nuances of a
client’s situation. For busy individuals, Mark helps to “manufacture
time” in their schedules, overseeing multiple facets of their wealth
so they can focus on their personal and professional priorities.
He offers the knowledge and insight he has gained from direct
experience, sharing best practices and practical guidance from
decades in wealth management.




Mark has worked in financial services since 1993 and joined
Merrill Lynch Wealth Management in 2013. He earned his M.B.A.
in business management from Pepperdine University, where his
capstone project focused on transition planning for privately held
business owners.




Mark holds the CERTIFIED FINANCIAL PLANNER® certification
awarded by the Certified Financial Planner Board of Standards, Inc.,
the Certified Exit Planning Advisor designation, and the Certified
Plan Fiduciary Advisor® designation.




Mark and his wife Amy have one daughter, Lauren, who is an
accomplished student-athlete. In his free time, Mark likes to
renovate homes and indulge his passions for classic cars and rock
and roll.



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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.