Mark Whitney Location
Manchester, NH, US
Mark Whitney Work
- Managing Director—Investments, Senior Financial Advisor @ Wells Fargo Advisors
- 2022 - now Senior Financial Advisor; Managing Director—Investments @ Wells Fargo Advisors
- 2010 - 2022 Wealth Management Advisor, Senior Vice President @ Merrill Lynch
- 2007 - 2010 Financial Advisor @ UBS Group AG
- 2001 - 2007 Managing Member--Waterfront Real Estate Development @ Family Thyme LLC
- 1997 - 2001 Advanced Planning Consultant @ New York Life
- 1996 - 1997 Business and Estate Consultant @ Prudential Financial
Mark Whitney Education
- University of Florida - Fredric G. Levin College of Law
Master of Laws (Tax)
1995 - 1996 - Regent University
Juris Doctor (J.D.)
1992 - 1994 - University of West Florida
Master of Business Administration (MBA) (Finance)
1990 - 1991
- Pensacola Christian College
Bachelor of Science (Business Administration)
1984 - 1988
Mark Whitney Skills
- Leadership
- Investments
- Client Relationships
- Non-Profit Wealth Advising
- Family Business Ownership
- Family Wealth Planning
- Business Retirement Plans
- Retirement Income
- Generational Planning
- Income Planning
Mark Whitney Summary
Mark Whitney, based in Manchester, NH, US, is currently a Managing Director—Investments, Senior Financial Advisor at Wells Fargo Advisors. Mark Whitney brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch, UBS and Family Thyme LLC. Mark Whitney holds a 1995 - 1996 Master of Laws in Tax @ University of Florida - Fredric G. Levin College of Law. With a robust skill set that includes Leadership, Investments, Client Relationships, Non-Profit Wealth Advising, Family Business Ownership and more. Mark Whitney has 1 emails on RocketReach.
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