As the founder and managing partner of the Bailey Financial Group, Mark has built a team culture basedon a high level of dedicated client service. Their total team approach helps address a full range of clientneeds, with a particular emphasis on providing holistic retirement planning advice to help guide their clients to and through retirement.Mark and his team build deep, personal connections with the individuals and families they serve. Theyhave worked with many of their clients for years, often decades before they retire, allowing for the time andguidance to be well-prepared.As the team’s senior financial advisor, Mark is responsible for all the investment allocation and decisions of the team’s advisory clients, managing $280 million in assets as of August 2024. He has a deep knowledge of all investment types, including fixed income opportunities such as bonds. He uses this information to construct custom discretionary accounts to help clients confidently pursue their specific goals.Mark has more than 35 years of financial industry experience. Since 2015, Mark has served as ManagingPartner and Senior Portfolio Manager of Bailey Financial Group and, after a brief affiliation with Raymond James, rejoined Wells Fargo Advisors Financial Network (FiNet) in a merger with Oxford Harriman & Company. Before founding Bailey Financial Group, Mark was a Senior Vice President at Morgan Stanley and an Assistant Vice President at Merrill Lynch. He also founded and co-owned an advisory firm, Membersfirst Advantage, which provided financial and retirement planning services to members of credit unions for more than 20 years.He holds Series 7 and 63 securities registrations, and he is a graduate of Union College, where he earned a bachelor’s degree in economics.This information is intended for use by residents of AK, AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, and WI only.CA insurance license #0F88271Resident State: NY/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.