Mark is a Certified Financial Planner and former practicing attorney focusing on comprehensive financial planning, tax mitigation techniques, estate planning and risk management.
Mark serves on the Executive Board of the Estate Planning Council of Nassau County.
Prior to joining Morgan Stanley, Mark was an attorney at Wilmer Cutler Pickering Hale and Dorr LLP – a leading, full-service international law firm.
Mark earned a Master of Laws (LL.M.) degree, with distinction, at Georgetown Law Center. He also holds a Master of Business Administration (M.B.A.) and Juris Doctor (J.D.), cum laude, from Pepperdine University, as well as a Bachelor of Science (B.S.) degree in Psychology from Fordham University.
Mark was born and raised on Long Island and resides in Huntington with his wife and two sons.
Services Include
- Financial Planning
- Asset Management
- Trust Accounts
- Estate Planning Strategies
- Philanthropic Services
- Life Insurance
- Long Term Care Insurance
Securities Agent: DC, AZ, VA, NM, NY, MO, ME, MD, ID, IA, CA, AR, TX, RI, OR, MA, LA, DE, WA, TN, SC, PA, OK, NH, AL, AK, WI, OH, MN, IN, VT, NC, GA, NJ, MI, NV, KS, FL, CT, CO, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270213