Mark is a managing director and wealth management advisor. He was named to the Forbes Best-In-State Wealth Advisors ranking 2019–2023. He helps clients develop goals-based wealth management strategies, tailored to their specific needs, focusing on retiree income, wealth preservation and estate planning services. His objective is to become an essential resource to those who have entrusted him to help with their financial well-being.
Mark joined RBC Wealth Management with over 25 successful years in the industry, bringing experience and considerable knowledge from his time with Morgan Stanley and Merrill Lynch. Mark is a CFP® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a Certified Divorce Financial Analyst® professional, and a Chartered Retirement Planning CounselorSM professional. An Eagle Scout, Mark understands working hard to assist his clients with their long-term goals. Mark’s sons are now Boy Scouts and he is the den leader for their local Pack 823. Originally from Syracuse, New York, Mark graduated from State University of New York at Oswego with a Bachelor of Science degree in marketing. Mark serves on the Martin Health Foundation Board and the advisory board.
Mark lives in Palm City, Florida, with his wife, Alison, and young sons, Tyler, Blake and Dravis. An active individual, he has competed in triathlons, enjoys CrossFit and golf. During weekends, the family enjoys boating and spending time with friends. Alison is a mental health therapist with a private practice in Stuart and serves on the board for the YMCA. Tyler, 15, is a Boy Scout, tennis player, black belt in karate and competes in crew. Blake, 12, is also a black belt and is on a traveling lacrosse team. Dravis, at eight, tears the house apart daily trying to keep up with his older brothers and is active in lacrosse. The family loves Stuart and all it has to offer.
