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.