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Mark Stevens
Mark Stevens
Account Executive | Snowden Lane Partners
Maryland, Baltimore, United States
Mark Stevens
Summary
Mark Stevens is a seasoned Financial Fiduciary and Senior Partner at Harbor Wealth Advisory, part of Snowden Lane Partners, with over 23 years of experience in wealth management. He specializes in guiding high net worth individuals and families through complex financial landscapes, including retirement planning, tax optimization, and estate planning. Mark's holistic approach integrates financial planning with investment strategies, ensuring clients meet their goals with minimal risk. He has successfully navigated clients through economic downturns, demonstrating resilience and expertise in financial strategy. A Chartered Retirement Planning Counselor, Mark is committed to continuous learning and professional development. Residing in Severna Park, Maryland, he balances his professional endeavors with family life. His background includes significant roles at major financial institutions like UBS and Merrill Lynch, enriching his perspective on wealth management.
Mark Stevens
Work Experience
Account Executive at
MCI
June 1990 - April 1994
Sr Account Executive at
Bell Atlantic Mobile
April 1994 - April 1998
Vice President at
Merrill Lynch
April 1998 - November 2010
Senior Vice President - Wealth Management at
UBS
November 2010 - September 2014
Senior Partner, Managing Director at
Snowden Lane Partners
September 2014 - Present
Mark Stevens
Education
Patapsco High School
Towson State University, BS, Marketing & Management
Frequently Asked Questions about Mark Stevens
What is Mark Stevens email address?
Mark Stevens's primary email address is ********@snowdenlane.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Mark Stevens work for?
Mark Stevens is a Account Executive at Snowden Lane Partners.
Where Mark Stevens graduated from?
Mark Stevens holds a degree in null from Patapsco High School.
How can I directly contact Mark Stevens?
To contact Mark Stevens directly, you can use the email address ********@snowdenlane.com. Complete contact information is available upon registration with Muraena.
Who is Mark Stevens?
Mark Stevens is a seasoned Financial Fiduciary and Senior Partner at Harbor Wealth Advisory, part of Snowden Lane Partners, with over 23 years of experience in wealth management. He specializes in guiding high net worth individuals and families through complex financial landscapes, including retirement planning, tax optimization, and estate planning. Mark's holistic approach integrates financial planning with investment strategies, ensuring clients meet their goals with minimal risk. He has successfully navigated clients through economic downturns, demonstrating resilience and expertise in financial strategy. A Chartered Retirement Planning Counselor, Mark is committed to continuous learning and professional development. Residing in Severna Park, Maryland, he balances his professional endeavors with family life. His background includes significant roles at major financial institutions like UBS and Merrill Lynch, enriching his perspective on wealth management.
Mark`s contact details
********@snowdenlane.com
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