Mark has been providing comprehensive financial services to successful individuals and their families for more than 30 years, tailoring investment strategies to each client’s specific goals. While Mark’s areas of focus include portfolio risk management and income planning, he offers a variety of opportunities for clients to grow and preserve their wealth and then transfer it efficiently to the nex
t generation. Before joining Oppenheimer in 2018, Mark served as a financial advisor at Morgan Stanley Smith Barney and Merrill Lynch and as a branch manager and regional director at Charles Schwab & Co. He holds the Series 7, 8, 66, and Life and Annuities licenses, and he graduated from the University of Miami with a B.B.A. In 2010 Mark gained the Chartered Retirement Plan Specialist CRPS(C) through the College for Financial Planning. Outside the office, he enjoys water sports with his family, including diving, fishing, snorkeling, kayaking and paddle boarding. He also an active member and past lodge president of the Masonic Fraternity, whose activities include fundraising and giving back to local communities through youth programs and scholarships. I am licensed in the following States: AL,AZ,AR,CA,CO,CT,DE,DC,FL,GA,HI,IL,IN,KS,LA,ME,MD,MA, MI,MS,MO,MT,NJ,NY,NC,OH,OK,OR,PA,RI,SC,TN,TX,UT,VA,WA,WI. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the About section of my profile.
