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Mark Meservey Location
La Grange, TX, US
Mark Meservey Work
2014 -now Principal @
2014 -2025 Wealth Manager @
2007 -2015 Financial Advisor @
2007 -2014 Senior Vice President @
2000 -2007 SVP and Investments @ State Bank
1996 -2000 Financial Advisor @ First National Bank of Bastrop
1984 -1993 Bartender @
1990 -1992 Advisor @ Logic Financial
Mark Meservey Education
The University of Texas at Austin
BBA (Finance)
1990-1992
Michigan State University 1982-1984
Mark Meservey Skills
Investments
Retirement Planning
Wealth Management
Insurance
Banking
Mutual Funds
Risk Management
Financial Services
Portfolio Management
Microsoft Word
Social Media
Services
Strategy
Strategic Planning
Management
Mark Meservey Summary
Mark Meservey, based in La Grange, TX, US, is currently a Principal at Meservey Financial Group. Mark Meservey brings experience from previous roles at LPL Finanical, LPL Financial, Prosperity Bank and State Bank. Mark Meservey holds a 1990 - 1992 BBA in Finance @ The University of Texas at Austin. With a robust skill set that includes Investments, Retirement Planning, Wealth Management, Insurance, Banking and more. Mark Meservey has 1 emails and 2 mobile phone numbers on RocketReach.
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