Mark Scribner

Mark Scribner is a Senior Vice President and Financial Advisor with more than 30 years of experience serving successful individuals, families, business owners, executives, and retirees. He specializes in working with high-net-worth and ultra-high-net-worth clients, helping them navigate complex financial decisions involving investment management, tax-efficient planning, retirement income, estate planning, concentrated stock positions, charitable giving, business succession planning, and multi-generational wealth strategies. Mark’s practice generally serves households with investable assets of $5 million or more.

Mark’s commitment to serving clients is rooted in his upbringing. As the son of a nurse who worked three jobs for thirteen consecutive years, he witnessed firsthand the values of empathy, compassion, sacrifice, and perseverance. Watching his mother dedicate herself to caring for others while providing opportunities for her family shaped Mark’s belief that trust is earned through hard work, genuine care, and putting people first. Those values continue to guide every client relationship today.

Throughout his career, Mark has worked with leading financial organizations and developed a reputation for providing thoughtful guidance and sophisticated planning strategies tailored to the unique needs of affluent families. He believes effective wealth management extends far beyond investment selection and requires coordination across all aspects of a client’s financial life, including tax, estate, risk management, and legacy planning considerations.

Mark is frequently sought out for his market insights and financial expertise. His commentary has been featured by Fox Business, ABC, NBC, CBS, The Washington Post, The Wall Street Journal, Newsy, and PIX11, among other national media outlets.

Beyond his professional work, Mark is deeply committed to philanthropy and giving back to the community. He has helped raise millions of dollars for cancer research and related charitable initiatives, reflecting his belief that meaningful impact extends beyond financial planning and into improving the lives of others.

As a fiduciary, Mark is committed to helping clients make informed decisions through objective advice, open communication, and a comprehensive planning process. He values long-term relationships built on trust, transparency, and a shared understanding of each client’s goals, values, and priorities.

Outside of work, Mark enjoys spending time with family and friends, exploring emerging technologies and artificial intelligence, mentoring professionals, following financial markets, and supporting charitable causes. He is passionate about continuous learning and helping others navigate both financial and personal challenges with confidence.