Financial Advisor and Senior Portfolio Manager with Certified Financial Planner™ designation. Managing portfolios and financial planning for affluent individuals, physicians, business owners, executives etc.Financial Advisor / Wealth Management Advisor since 1987. Client needs arise in particular upon job change (rollover 401k), sale of a business, inheritance, in addition to ongoing portfolio management.© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/mark.houghton

First 21+ years of career in wealth management and financial planning.

Consulting division of Arthur Andersen & Co, which became Accenture (ACN).