Mark McFarland Email & Phone Number
Wealth Advisor @ Madison Partners
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Mark McFarland Location
- Madison, WI, US
Mark McFarland Work
- 2020 -now Wealth Advisor @
- 2009 -2020 Financial Advisor @
- 2008 -2008 Private Wealth Management Analyst @
- 2008 -2008 Risk Consulting Intern @
Mark McFarland Education
- University of Wisconsin-Madison - School of Business 2006-2010
Mark McFarland Skills
- Finance
- Wealth Management
- Investment Strategies
- Asset Allocation
- Strategic Planning
- Valuation
- Mutual Funds
- Project Management
- Financial Analysis
- Retirement
- 401k
- Series 7
- Investments
- Retirement Planning
- 401k Rollovers
- Risk Management
- Portfolio Strategies
- Microsoft Office
- 401K Options
Mark McFarland Summary
- Mark McFarland, based in Madison, WI, US, is currently a Wealth Advisor at Madison Partners. Mark McFarland brings experience from previous roles at Edward Jones, Merrill Lynch and Marsh. Mark McFarland holds a 2006 - 2010 University of Wisconsin-Madison - School of Business. With a robust skill set that includes Finance, Wealth Management, Investment Strategies, Asset Allocation, Strategic Planning and more. Mark McFarland has 2 emails and 1 mobile phone numbers on RocketReach.
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