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Mark Summers Email & Phone Number
Financial Advisor
at
Shorebridge Wealth Management, LLC
1 work email found
@shorebridgewm.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Pittsburgh, Pennsylvania, United States
Company size
Who is Mark Summers? Overview
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Quick answer
Mark Summers is listed as Financial Advisor at Shorebridge Wealth Management, LLC, a company with 10 employees, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at shorebridgewm.com and a matched LinkedIn profile for Mark Summers.
Mark Summers previously worked as Investment Advisor Representative at Shorebridge Wealth Management, Llc and Advisor Mastery Program Trainee at Raymond James. Mark Summers holds Bachelor Of Science (B.S.), Economics from The Ohio State University.
Company email context
Email format at Shorebridge Wealth Management, LLC
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{last}@shorebridgewm.com
89% confidence
AeroLeads found 1 current-domain work email signal for Mark Summers. Compare company email patterns before reaching out.
Profile bio
About Mark Summers
Mark Summers is a Financial Advisor at Shorebridge Wealth Management, LLC. He possess expertise in microsoft office, microsoft excel, microsoft word, powerpoint, customer service and 11 more skills.
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 12 others.
Current workplace
Mark Summers's current company
Company context helps verify the profile and gives searchers a useful next step.
Shorebridge Wealth Management, Llc
4 roles
Mark Summers work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
CurrentShorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure.
Jan 2018 - Present
Advisor Mastery Program Trainee
Jan 2018 - Dec 2020
Practice Management Development Trainee
Apr 2017 - Nov 2017
4 education records
Mark Summers education
Bachelor Of Science (B.S.), Economics
The Ohio State University
Executive Certificate In Financial Planning
Duquesne University Palumbo Donahue School Of Business
Education record
Arizona State University
Education record
Franklin Regional High School
FAQ
Frequently asked questions about Mark Summers
Quick answers generated from the profile data available on this page.
What company does Mark Summers work for?
Mark Summers works for Shorebridge Wealth Management, LLC.
What is Mark Summers's role at Shorebridge Wealth Management, LLC?
Mark Summers is listed as Financial Advisor at Shorebridge Wealth Management, LLC.
What is Mark Summers's email address?
AeroLeads has found 1 work email signal at @shorebridgewm.com for Mark Summers at Shorebridge Wealth Management, LLC.
Where is Mark Summers based?
Mark Summers is based in Pittsburgh, Pennsylvania, United States while working with Shorebridge Wealth Management, LLC.
What companies has Mark Summers worked for?
Mark Summers has worked for Shorebridge Wealth Management, Llc, Raymond James, and Merrill Lynch.
How can I contact Mark Summers?
You can use AeroLeads to view verified contact signals for Mark Summers at Shorebridge Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Mark Summers attend?
Mark Summers holds Bachelor Of Science (B.S.), Economics from The Ohio State University.
What skills is Mark Summers known for?
Mark Summers is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, Research, Teamwork, and Photoshop.
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