Personalized advice from a dedicated financial advisor.
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The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Mark T. Taylor is a Wealth Management Advisor with the Merrill Lynch Wealth Management Group in Newport Beach, California. Using the combined resources of Merrill and banking convenience of Bank of America, Mark and team provide a wide array of investment services.
Mark's background includes over 20 years of experience, started in 1992 providing financial and wealth management advice to high net worth individuals and their families. He began his career with Dean Witter Reynolds and specialized in creating financial strategies to business owners and senior executives. Mark has a strong understanding of goal-based planning, investment risk management, estate and wealth transfer planning strategies.
Mark holds the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Mark earned his Personal Financial Planning (PFP) certification from the University of California, Irvine.
Mark is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Mark is dedicated to being a trusted advisor and committed to building solid long standing relationships with every client. If you are an existing client, he is truly thankful for the opportunity to serve you and your family.
Marina High School
University of California System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Strategist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637425
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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.
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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