Mark Whitney's Location
Manchester, NH, US
Mark Whitney's Work
- Senior Financial Advisor; Managing Director—Investments @ Wells Fargo Advisors
- Wealth Management Advisor, Senior Vice President @ Merrill Lynch
- Financial Advisor @ New York Fitness
- Managing Member--Waterfront Real Estate Development @ Family Thyme LLC
- Advanced Planning Consultant @ New York Life
- Business and Estate Consultant @ Prudential Financial
Mark Whitney's Education
- University of Florida - Fredric G. Levin College of Law
Master of Law (LL.M.) (Tax)
1995 - 1996 - Regent University
Juris Doctor (J.D.)
1992 - 1994 - University of West Florida
Masters of Business Administration, MBA
1990 - 1991
- Pensacola Christian College
Bachelor's Degree
1984 - 1988
Mark Whitney's 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's Summary
Mark Whitney, based in Manchester, NH, US, is currently a Senior Financial Advisor; Managing Director—Investments at Wells Fargo Advisors, bringing experience from previous roles at Merrill Lynch, UBS, Family Thyme LLC and New York Life Insurance Company. Mark Whitney holds a 1995 - 1996 Master of Law (LL.M.) 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 contributes valuable insights to the industry. Mark Whitney has 1 email on RocketReach.
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