Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
With more than 26 years of experience in the financial services industry, Mark has built enduring relationships with many clients. In doing so, he has learned about their goals, challenges and, most importantly, their greatest passions. For those who make it their business to help others – and the organizations they serve – Mark and his team provide a customized range of strategies.
A 1982 graduate of the University of Notre Dame with a degree in Finance, Mark immediately entered the financial services industry and has held many leadership positions of distinction. After a successful career as a financial advisor, Mark took on a leadership role as a Branch Manager in Oakbrook, Illiniois – then as manager of the Century City Complex, which at the time was the firm’s largest. In addition to branch management, he served as Regional Sales Manager for both the Midwest and Southern California Regions. Mark and his wife, Jill, have four children.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Notre Dame
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1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.