Mark is a managing director and wealth management advisor. He has been consistently named to the Forbes Best-In-State Wealth Advisors list, including his recent ranking in 2025. 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 in 2023, having started in the industry in 1998, 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. Two of Mark’s sons are also Eagle Scouts and Mark is the den leader for his youngest son's Cub Scout 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 for Cleveland Clinic.
Mark lives in Palm City, Florida, with his wife, Alison, and sons, Tyler, Blake and Dravis. An active individual, he has competed in triathlons and enjoys fitness and golf. During weekends, the family has fun boating and spending time with friends. Alison is a psychotherapist with a private practice in Stuart and serves on the board for the YMCA. Tyler, 17, is an Eagle Scout, black belt in karate and competes in crew. Blake, 14, is also an Eagle Scout and a black belt, and he is on a traveling lacrosse team. Dravis, at 10, is starting Boy Scouts in the Spring of 2026 and has taken up golf. The family loves Stuart and all it has to offer.