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Mark Thatcher Email & Phone Number
Partner and Senior Financial Advisor
at
Keystone Private Wealth
1 work email found
@cypressws.com
3 phones found area 760 and 888
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner and Senior Financial Advisor
Location
Palm Desert, California, United States
Company size
Who is Mark Thatcher? Overview
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Quick answer
Mark Thatcher is listed as Partner and Senior Financial Advisor at Keystone Private Wealth, a with 13 employees, based in Palm Desert, California, United States. AeroLeads shows a work email signal at cypressws.com, phone signal with area code 760, 888, and a matched LinkedIn profile for Mark Thatcher.
Mark Thatcher previously worked as Partner & Senior Financial Advisor at Keystone Private Wealth and Founder, Senior Financial Advisor at Cypress Wealth Services.
Company email context
Email format at Keystone Private Wealth
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{first}@cypressws.com
86% confidence
AeroLeads found 1 current-domain work email signal for Mark Thatcher. Compare company email patterns before reaching out.
Profile bio
About Mark Thatcher
At Keystone Private Wealth we work as fiduciaries to provide solutions to complex stock option transactions, financial planning, and asset management to wealthy families and individuals, and HOA's. We help our clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. With over 40 years of industry experience, we have found cookie-cutter portfolios produced for the masses often underserve the goals and needs of high net worth investors and associations. Our private wealth team specifically services individuals, families, and endowments, recognizing their need for a family office who can tailor portfolios with a higher level of investment expertise.
Listed skills include Estate Planning, Asset Allocation, Asset Management, Finance, and 18 others.
Current workplace
Mark Thatcher's current company
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Keystone Private Wealth
6 roles
Mark Thatcher work experience
A career timeline built from the work history available for this profile.
Partner & Senior Financial Advisor
CurrentMark Thatcher serves as a Partner and Senior Financial Advisor with Keystone Private Wealth. Mark specializes in wealth management, retirement, and estate planning and is a Chartered Retirement Planning Counselor, Foundations and HOA's. His practice focuses on asset management and financial planning for high net worth individuals, families, and institutions.
Apr 2021 - Present
Founder, Senior Financial Advisor
Aug 2017 - Jan 2021
Senior Vice President, Financial Advisor
Apr 2014 - Jul 2017
Senior Vice President
Sep 2008 - Apr 2014
Senior Vice President
Aug 2001 - Sep 2008
FAQ
Frequently asked questions about Mark Thatcher
Quick answers generated from the profile data available on this page.
What company does Mark Thatcher work for?
Mark Thatcher works for Keystone Private Wealth.
What is Mark Thatcher's role at Keystone Private Wealth?
Mark Thatcher is listed as Partner and Senior Financial Advisor at Keystone Private Wealth.
What is Mark Thatcher's email address?
AeroLeads has found 1 work email signal at @cypressws.com for Mark Thatcher at Keystone Private Wealth.
What is Mark Thatcher's phone number?
AeroLeads has found 3 phone signal(s) with area code 760, 888 for Mark Thatcher at Keystone Private Wealth.
Where is Mark Thatcher based?
Mark Thatcher is based in Palm Desert, California, United States while working with Keystone Private Wealth.
What companies has Mark Thatcher worked for?
Mark Thatcher has worked for Keystone Private Wealth, Cypress Wealth Services, Integrated Wealth Management, Morgan Stanley, and Merrill Lynch.
How can I contact Mark Thatcher?
You can use AeroLeads to view verified contact signals for Mark Thatcher at Keystone Private Wealth, including work email, phone, and LinkedIn data when available.
What skills is Mark Thatcher known for?
Mark Thatcher is listed with skills including Estate Planning, Asset Allocation, Asset Management, Finance, Financial Advisory, Financial Planning, High Net Worth Individuals, and Retirement.
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