About
Mark entered the financial services industry in 1992 with Charlotte-based Interstate/Johnson Lane. He then served as financial advisor to the high net worth clients of Park Meridian Bank, a very successful community bank that was purchased by Regions Bank in 2001. Mark specializes in helping individual investors who are approximately five to ten years from retirement, and working with them throughout their retirement on an ongoing basis. During this process, he helps create a detailed retirement plan and investment analysis, consolidates assets for simplicity, monitor the plan on a continual basis and helps advise on an efficient transfer of wealth to the next generation. He is an avid tennis player and golfer, plays the banjo, and also enjoys woodworking. Mark and his wife, Adele, have three sons, Reid, Christopher and Mark, Jr.
Contact Mark at (704) 409-2575
Education
- BS, North Carolina State University
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