Mark Strey Email & Phone Number
Senior Vice President | Tax and Financial Planning @ Capital Wealth Advisors
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Mark Strey Location
- Pewaukee, WI, US
Mark Strey Work
- Senior Vice President | Tax and Financial Planning @ (September 2026 - Present)
- President @ (December 2025 - Present)
- Vice President @ (September 2025 - December 2025)
- Senior Wealth Strategist @ (February 2024 - September 2025)
- Wealth Strategist @ (May 2022 - February 2024)
- Wealth Manager @ (February 2018 - May 2022)
- Financial Advisor @ (February 2013 - February 2018)
Mark Strey Education
- Villanova University Charles Widger School of Law
(Master of Taxation (MT))
2023-2025 - Villanova University Charles Widger School of Law
Graduate Certificate (Estate Planning)
2023-2025 - University of Wisconsin-Milwaukee
Bachelor's of Science (Communication)
2009-2012
Mark Strey Skills
- Tax Preparation
- Tax Planning
- Tax Advisory
- Negotiation
- Public Speaking
- English
- Cpr Certified
- Windows
- Manage Client Relationships
- Time Management
- Patience
- Customer Service
- Leadership
- Life Insurance
- Health Insurance
- Comprehensive Planning
- Investments
- College Education Planning
- Retirement Planning
- 401k Rollovers
- IRAs
- Wealth Preservation Planning
- Wealth Accumulation Strategies
- Sports
- Management
- Employee Benefits
Mark Strey Summary
- Mark Strey, based in Pewaukee, WI, US, is currently a Senior Vice President | Tax and Financial Planning at Capital Wealth Advisors. Mark Strey brings experience from previous roles at Neptune Wealth and Annex Wealth Management. Mark Strey holds a 2023 - 2025 Villanova University Charles Widger School of Law. With a robust skill set that includes Tax Preparation, Tax Planning, Tax Advisory, Negotiation, Public Speaking and more. Mark Strey has 3 emails and 1 mobile phone numbers on RocketReach.
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