Mark and Ray aren't just business colleagues - they're lifelong friends who grew up together. They also share common core values and a committed focus to helping their clients plan for a financial future that is aligned to their personal needs and goals. Mark has served Central New York investors for more than 30 years. He began his investment services career in 1988 with MML Investors Services, I
nc. before moving his practice to A.G. Edwards & Sons, Inc., a predecessor firm of Wells Fargo Advisors, in 2000. Mark earned a B.A. from LeMoyne College and an M.E. from St. Lawrence University. He resides in Cazenovia, New York, with his wife, Linda. Ray spent many years in business and financial management with an energy services company prior to joining A.G. Edwards & Sons, Inc., a predecessor firm of Wells Fargo Advisors, in 2005. Ray earned a B.T. from Rochester Institute of Technology and an M.S. from Clarkson University. He also earned the Accredited Asset Management Specialist® (AAMS®) designation from the College for Financial Planning. Ray and his wife, Kate, reside in Cicero, New York. After hours by appointment only. Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: stifel.com/disclosures.
