Mark has over two decades of experience in the financial services industry. He began working at his current broker-dealer, now Equitable Advisors in 1996 and then became a financial strategist for Dayton and Sydney Wealth Strategies Group when they were founded in 2002. As a financial strategist, he works to help his clients deal with the inevitable changes in life with a goal of ensuring they always meet their objectives.
He is a member of the Retirement Benefits Group and works with employees of public schools and non profit organizations to develop their financial strategies. He helps ensure that they are always able to make the most out of their retirement plans and continuously checks in to keep them on track.
With a concentration on building long term relationships, Mark takes pride in the fact that his clients can trust him to protect their families and to give them a plan for a better, more secure life.
Mark has a Bachelor’s degree in Accounting and Finance from the New York Institute of Technology. Furthermore, he holds FINRA Series 6, 7, 63 and 65 registrations as well as his Life & Health Insurance, Sickness & Accident, Variable license.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Advisors Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable at retirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com
CA Insurance License #4112579