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Mark Stevens

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Mark Stevens

Account Executive | Snowden Lane Partners

Maryland, Baltimore, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Mark Stevens

Work Experience

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Account Executive at

MCI

June 1990 - April 1994

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Sr Account Executive at

Bell Atlantic Mobile

April 1994 - April 1998

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Vice President at

Merrill Lynch

April 1998 - November 2010

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Senior Vice President - Wealth Management at

UBS

November 2010 - September 2014

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Senior Partner, Managing Director at

Snowden Lane Partners

September 2014 - Present

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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

mail

********@snowdenlane.com

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