Mark Whitley Email & Phone Number

Senior Vice President and Managing Director Pinnacle Asset Management | Financial Advisor, RJFS @ Pinnacle Financial Partners

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Mark Whitley Location

Charlotte, NC, US

Mark Whitley Work

2020 - now Senior Vice President and Managing Director Pinnacle Asset Management | Financial Advisor, RJFS @ Pinnacle Financial Partners
2020 - 2020 Senior Financial Advisor, Senior Vice President - Investments @ Wells Fargo Advisors
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2019 - 2019 Senior Financial Advisor, Firs Vice President - Investments @ Wells Fargo Advisors

2014 - 2018 Assistant Vice President - Investments @ Wells Fargo Advisors
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2011 - 2014 Financial Advisor Portfolio Advisor @ Merrill Lynch
2005 - 2011 Independent Financial Advisor @ Synergy Investment Group
2001 - 2005 Financial Planner @ Prudential Financial
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Mark Whitley Education

Rowan - Cabarrus Community College
(Economics)
1994 - 1996

Mark Whitley Skills

Securities
Investments
Banking

Finance
Retirement Planning
Insurance
Financial Services
Investment Planning
Wealth Management
Financial Planning

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Mark Whitley Summary

Mark Whitley, based in Charlotte, NC, US, is currently a Senior Vice President and Managing Director Pinnacle Asset Management | Financial Advisor, RJFS at Pinnacle Financial Partners. Mark Whitley brings experience from previous roles at Wells Fargo Advisors and Merrill Lynch. Mark Whitley holds a 1994 - 1996 Rowan - Cabarrus Community College. With a robust skill set that includes Securities, Investments, Banking, Finance, Retirement Planning and more. Mark Whitley has 2 emails and 1 mobile phone numbers on RocketReach.

Mark Whitley Emails

Found 2 emails

Mark Whitley Phone Numbers

Found 2 phone numbers

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Mark Whitley

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Mark Whitley

Senior Vice President and Managing Director Pinnacle Asset Management | Financial Advisor, RJFS at Pinnacle Financial Partners

Charlotte, NC, US
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Vikram Ramani

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Tyler Morgan

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Mike Scheidt

EVP, Group Credit Leader at Pinnacle Financial Partners

Nashville, TN, US
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Samuel Ballesteros

Executive Vice President at Pinnacle Financial Partners

Nashville, TN, US
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