For more than 20 years, Mark has been focused on serving clients from business owners to retirees with all of their wealth management needs. He carefully listens to his clients to best understand their concerns, goals and dreams.
He then offers consultative advice to assist families and individuals with financial decisions on important matters such as investment management, cash flow, estate and legacy strategies and other long-term planning.
When Mark was asked what traits of his he believes clients find valuable, he said consistency. “My clients know what to expect from me through the ups and downs of markets and throughout life. I would also say they appreciate that I am caring and intentional. And, that I make the complicated seem simple.”
Mark was named a 2021 Forbes Best-in-State Wealth Advisor*, marking the third consecutive year he received this honor. In April 2022, Mark and his business partner, Michael Schulz, launched Vision Wealth Advisors and are affiliated with Raymond James and Concurrent Advisors.
“Raymond James is a firm grounded in our core fundamental values of trust and respect,” Mark says. “Its culture of independence gives us complete freedom to make objective recommendations based solely on the best interest of our clients. There’s no pressure to push any proprietary products. Mark adds, “We hope to give our clients a better ‘vision’ of their financial future as well as potential advisors looking for a better ‘vision’ of their career.”
Before joining Raymond James in April 2022, Mark was a senior financial advisor and managing director of investments at Wells Fargo Advisors, where he worked for 21 years. He holds an MBA from the University of South Carolina and a bachelor’s degree from Wofford College.
“What drew me to become a financial advisor was knowing I could provide valuable insight to friends and families and help their wealth management and personal financial decisions over time,” Mark says.
Active in the community, Mark has been a member of the Columbia Rotary Club since 2007, serving as president in 2015 and 2016. He served as a board member of Daybreak Lifecare Center in Columbia, South Carolina, from 2014 to 2020.
He also served as deacon at Eastminster Presbyterian Church, where he and his family worship and participate in many aspects of church life, including community service, the music ministry, youth basketball, Sunday school and confirmation.
In addition, Mark serves as a board member of the South Carolina Junior Golf Foundation. “Golf is a huge passion of mine, and junior golf in South Carolina has been something I believe strongly in growing in our state,” says Mark. “My father and grandfathers taught me the game when I was young, and I am passing along the game to my four children.”
Mark was born and raised in Irmo, South Carolina, and today lives in the Heathwood neighborhood of downtown Columbia with his wife, Fran, and children, Luke, James, Grant and Elizabeth. In his free time, Mark enjoys golf, skiing, travel, running and spending time in the mountains of North Carolina with his wife, family and friends.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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