Mark serves as an Associate Advisor of Private Wealth Management at Capital Wealth Advisors, where he aids clients in their financial journey by offering guidance through a discovery process. He prioritizes client education, tailors estate plans to their individual needs, and oversees investment management. Mark’s ultimate goal is to support clients in their pursuit of financial success.
Prior to joining Capital Wealth Advisors in 2023, Mark managed an independent real estate brokerage firm based in San Diego, CA and Charlotte, NC from 2004-2022. Previously, Mark was a Financial Representative and Assistant Branch Manager at Charles Schwab from 1998-2002. Prior to Charles Schwab, Mark’s career included positions at Fidelity Investments and John Hancock.
Mark resides in Naples, FL with his wife of 30 years. In his spare time, he enjoys fishing, tennis, and gardening.
Education
- BA, Williams College
- • Graduated cum laude
- JD / MBA with a specialty in Trusts, Estate Planning & Tax Law, Arizona State University
Designations & Licenses
- Series 65