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Advisory Principal to Chartworth
Mark has been in the financial services industry for over 30 years, building his financial career on his passion for serving clients, his entrepreneurial spirit, and his ability to listen well. With a genuine results-oriented approach, Mark is a sought-after financial advisor.
Mark founded Patriot Advisory Group, LLC his own Registered Investment Advisory firm, in 2002, He has further extended his deep relationships with clients by partnering with Chartworth, LLC for important corporate financial advisory work since 2016. Prior to forming Patriot Advisory Group Mark began his career at Prudential. He worked there 16 years, receiving numerous financial awards and personal achievement awards—including Rookie of the Year and the youngest Managing Director on record. He accomplished this because his sights were set on creating a practice where his clients’ needs and best financial interests, always come first—and where he could be a genuine, truthful, results-oriented resource for them.
Mark's ChFC title (Chartered Financial Consultant) from the American College is the most extensive designation available in the financial planning discipline. Mark holds a B.S. degree from Westfield State College, as well as the following: Uniform Securities Agent (Series 63), Uniform Investment Adviser (Series 65), Chartered Life Underwritier (CLU) and Chartered Financial Consultant (ChFC).
Family is important to Mark, and big part of his personal life. He is has been married to his wife Jayne for 24 years and has two adult children Alexa & Cam. Together as a family they enjoy traveling, spending time by the beach, and attending sporting events. Being an avid golfer, Mark enjoys the time he is able to spend outdoors.
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