Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Because you have worked hard to achieve your success, Mark Amberg has dedicated himself as a financial professional to be an advocate for you. The capital markets have become less predictable, and the process of wealth planning is becoming more complex. You deserve to have a professional relationship with a competent advisor; one you can trust.
As a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. while holding the Certified Private Wealth Advisor® designation, Mark Amberg has demonstrated his commitment to each client through a process of life-long learning. He is a trusted advisor to business owners, executives and trustees of other people’s wealth. A credentialled Certified Plan Fiduciary Advisor, he has demonstrated his knowledge, expertise and commitment to working with retirement plans. Mark Amberg has accumulated experiences that are necessary to collaborate with clients on the process of wealth accumulation, capital preservation and income planning through retirement to augment healthcare spending plans.
With a focus on process and not on products, Mark Amberg has embraced a client-centered approach. He uses Goals-Based Wealth Management (GBWM) to assist clients and pursue meaningful goals. "Our process involves matching assets, liabilities and cash flow to a clients wants and needs," Mark states.
An experienced professional with service to clients at Smith Barney (Morgan Stanley Smith Barney) from 1995 to 2011, he welcomed the opportunity to increase the scope and breadth of wealth planning services he offers to clients by moving to Merrill Lynch in 2011. Mark acknowledges "the move to Merrill Lynch was in large part a reaction to my obligations as a fiduciary. But it is not just a "duty to act in the best interest of my clients," it is a moral obligation I have to act as an advocate for my clients and their families."
Raised on a farm in Minnesota, Mark Amberg brings his Midwestern values into his practice. He is a veteran of the U.S. Air Force and is retired from the Air National Guard. A graduate of the Florida Institute of Technology with a Master of Business Administration, he lives in Alexandria, VA with his wife Andrea and two sons, Nathan and Derek. Mark Amberg is a 2nd degree blackbelt in Seichou Karate, and enjoys down hill skiing and scuba diving.
Florida Institute of Technology
Saint Leo College
University of Chicago Booth School of Business
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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.
Sr Structured Credit Exec-R
Director, Retirement Plan Specialist
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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