Mark Massey

Mark R. Massey, CFP^® CIMA^® CPM^®
Senior Vice President, Wealth Management Advisor

Mark has been part of the financial services industry since 1997 and joined Merrill in 2006.

Mark leads our team’s goals-based wealth management process, a multi-faceted approach that helps clients pursue the financial lifestyle that is most meaningful to them. He helps clients prioritize their goals and objectives – including retirement planning, estate planning services, and wealth transfer. Mark helps clients identify appropriate investment risk and asset allocation policies, then develops strategies that may be customized to fit their personal circumstances and their own unique feelings and attitudes. He helps simplify client’s financial lives by working and coordinating with their tax, accounting, and legal advisors.

Mark is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds the Certified Investment Management Analyst^® certification, administered by the Investments & Wealth Institute^™ (The Institute) and taught in conjunction with The Wharton School, University of Pennsylvania. Mark also earned the Certified Portfolio Manager certification awarded by the Academy of Certified Portfolio Managers and taught in conjunction with the Fu Foundation School of Engineering and Applied Science, Columbia University.

Mark received a B.A. in political science jointly from Harding University and the University of Arkansas and a M.B.A from the Sam M. Walton College of Business, University of Arkansas.

*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.