Mark R. Easterday, CRPC® is First Vice President, Senior Financial Advisor and has been with Merrill Lynch Wealth Management since May 1997. Mark's focus is retirement planning. He holds the Chartered Retirement Planning Counselor, CRPCTM designation through the College for Financial Planning Institutes Corp. Mark helps clients harvest their years of hard work, savings, and incentives to provide for themselves and a family legacy. He addresses concerns like college planning, retirement planning, estate issues, and insurance. He also helps clients manage large liquidity events like the sale of a business, an inheritance, or the handling of concentrated stock. All of these pieces are taken into careful consideration before any recommendations are made.
A graduate of the University of Southern California with a B.S. in Business-Finance, he is Past-Chairman of the Alumni Association for the Marshall School of Business. A former Trojan golfer, Mark maintains his love for golf and fitness. In his youth, he served the U.S. House of Representatives as a Page. Lastly, Mark has a passion for the US Military, specifically the Navy. Mark has worked closely with Navy SEALS and local veterans' groups to give children up close exposure to local heroes. In his free time, Mark is the lead singer in his country music band. Mark and his wife, Cherice, live in Orange County, CA. Mark has two sons, Ryan and Aaron.
Mark's team includes Brandon Espley, Wealth Management Client Associate as well as a team of specialists for lending, banking and insurance services.
*Merrill Life Agency's California License Number 0522776
*Banking and Lending Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
