Mark Johnston, Financial Advisor at RBC Wealth Management

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Mark Johnston, Financial Advisor at RBC Wealth Management

Advice you can trust I have passed the Series 7, 63, and 31 exams and am licensed as an insurance representative in Texas and Florida.

I started my financial service career in 1987 with Fidelity Investments followed by 14 years in senior management for a publicly traded company. For the past 19 years, I have worked as a financial advisor to individuals, business owners and wealthy families designing investment strategies surrounding sophisticated asset allocation, planning around business transactions, multigenerational wealth tr

ansfer and mitigating risk in single stock positions. I have been involved in the sale of over 25 companies totaling over $1.5B helping entrepreneurs efficiently plan around the sale through estate, tax and future equity investment. I am a graduate of Southern Methodist University and hold a certificate of financial planning completion also from SMU after completing a 2 year program. RBC has recognized me as a member of the firm's Director's Council and President's Council as well as a senior member of the Investment Advisory Council. My wife, Martha and I, reside in Dallas, Texas. We have three children, Natalie, Sam and Joe. I served as the president of the board of a local soccer club and have served in the past as the chairman of the board and currently as an advisory board member of Heart House Dallas, an after school program for children in underserved neighborhoods. I also serve as an advisor to the board of a local health care company. In my spare time, I enjoy running, playing golf, soccer and spending time with my family.

01/12/2026

Addressing the unexpected and evaluating your protection strategies can help provide you with financial confidence as you start a new year.

Regardless of your stage in life, let’s connect to review your plan.

01/05/2026

The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.

12/23/2025

Getting a year-end bonus or looking to consolidate your cash? A new high-yield savings solution from RBC Wealth Management may help meet your wealth goals.

Let’s connect to discuss how RBC Premium Savings may fit into your overall financial strategy.
https://bit.ly/3MSERsG

12/17/2025

Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. This year-end checklist can help with your planning. Let me know if I can help you explore personalized solutions.

12/08/2025

Wealth isn't just what you leave behind, it's part of the legacy you pass on.

A well-designed wealth transfer plan helps protect assets, strengthen family bonds and pass your values on for multiple generations.

Contact me to learn about RBC Echelon, and we can help you and your family communicate and prepare for the future.

11/24/2025

For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving.

Have you considered how a DAF could fit into your family's philanthropic vision?

I can help. Contact me today.

11/19/2025

RBC Wealth Management – U.S. recently conducted a national survey of wealthy individuals to provide insights into the family dynamics of wealth transfer.

We found that wealth transfer goes beyond money, it’s about passing down values and priorities. Open, values-based conversations with family members help allow a family to build on the past and project those values into the future.

I can help you start the conversations toward creating a legacy with family harmony.

11/17/2025

When it comes to your health, is the standard enough?

Affluent families increasingly turn to options for additional access, priority coverage and concierge medicine.

If private health care is a strategy for you, contact me for our RBC Echelon distinctive solutions.

11/13/2025

At RBC Wealth Management, we understand how valuable education is to you and your family, along with the importance of your privacy and safety.

RBC Echelon works with one of the nation’s leading security consulting firms that can consult on studying abroad best practices for social media, situational awareness training and emergency protocols.

Contact me to learn more.

11/05/2025

If you’re retired and don’t need your required minimum distribution (RMD) funds immediately, it may be good timing to take your withdrawal now and deposit into an RBC Wealth Management high-yield savings.

Let’s have a conversation about RMDs and current interest rates.

Taking RMDs is required if you’re 73+, with a December 31 deadline.

09/18/2025

You are in a unique position to make a lasting impact with your philanthropic giving. At RBC Wealth Management, we’re committed to helping you achieve your goal of giving with intention.

Ask me about the RBC Echelon partners that can help develop a philanthropic strategy to elevate your impact to the next level

08/07/2025

1Private jet travel is all about you and your lifestyle. Traveling on your schedule, you gain access to thousands of airports – including hard-to-reach destinations promising new adventures and unmatched privacy. Let’s talk about how our bespoke travel services can take your family in new directions.

Address

Dallas, TX

Telephone

+12147756484

Website

https://us.rbcwealthmanagement.com/mark.johnston/

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