Mark Mcpherson Email and Phone Number
Let Avantax Be Your Competitive Advantage. When you partner with Avantax, you gain access to a dedicated team of tax-intelligent professionals who are innovative in encouraging growth, collaborative as a community – all while providing exceptional service and support. With us, you’re not just a number on our roster. We’re here to connect with you, support you, challenge you and encourage you to grow.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Please visit www.avantax.com/social_policy for more information. ** Nonselling/Administrative Only: Does not work with members of the general public/discuss investments. Investment strategies or provide advisory services to members of the general public.
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President And CeoArm Advisory Placement ServicesBoston, Ma, Us
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Regional Director At Avantax Wealth Management℠Avantax® Feb 2023 - PresentDallas, Texas, Us -
Grow And Development Director/ Financial AdvisorNorthwestern Mutual Apr 2021 - Feb 2023Milwaukee, Wi, Us -
National Brokerage Manager At First American Insurance UnderwritersFirst American Insurance Underwriters Jan 2020 - Mar 2021Needham, Massachusetts, UsFirst American Insurance Underwriters helps advisors find cost effective, creative solutions to meet the needs of their clients. Our experienced team delivers exceptional underwriting, case design, and service. We represent more than 40 insurance carriers nationwide enabling us to find the right carrier for your client’s needs and place your most challenging cases.First American Insurance Underwriters is a Needham, MA based brokerage general agency specializing in Life, Long-Term Care, Disability, and Annuity products. -
Northeast Regional Vice PresidentAxa Advisors, Llc Jun 2017 - Jan 2020New York, Ny, UsAs the East Regional Vice President of AXA Advisors, LLC, my primary goal is to promote high performance and practice development of associates utilizing effective marketing plans, professional credentialing, coaching, and mentoring. Our group at AXA Advisors offers a wide variety of financial products and services that are designed to help you plan, build, and achieve a more secure financial future. Our experience and knowledge have fostered a practical approach to offering financial advice and planning services to help our clients realize their dreams. The New England office of AXA Advisors, LLC is currently accepting applications for financial professional positions. We are seeking individuals who have: • High Integrity • Strong work ethic • Entrepreneurial aspirations • Excellent communication skills • Thrive in a team environment Specialties: Retirement Planning Business Planning Estate Conservation Variable and Traditional Life Insurance 401(k) and other Company Sponsored Plans Disability Income and Other Insurance* Asset Management Accounts Mutual Funds Education Planning Brokerage Accounts Deferred Compensation Programs Life Insurance for Key Persons Asset Allocation Strategies * Funded through the use of life insurance or other financial products. AXA Advisors, LLC Boston Branch AXA Advisors, LLC Boston Branch -
Executive Recruiter Insurance And Financial ServicesMri- The Boston Group 2014 - 2017The Boston Group was established in 1966 to provide executive and management level staffing services to a wide variety of industries. With five locations positioned throughout New England, we are one of the largest franchises of MRINetwork and serve a broad range of clients throughout the US and internationally. MRINetwork™ is the world's largest executive search and recruitment organization with a global network of more than 1,000 offices.
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Vice President Of SalesPenn Mutual 2009 - 2014Horsham, Pa, UsConcord Wealth Management, a Penn Mutual company, was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.When building my office from scratch beginning in 2012 my focus was on hiring the best on all levels of the organization. My team consisted of experienced professionals with a "hands on" approach to financial guidance. Not only would you find our team members knowledgeable, but you will also discover that my staff truly cared about making our clients dreams a reality. As Financial Professionals, we would do everything in our power to keep our clients focused on where they wanted to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.My firm was based on the principle that education and understanding of your clients current financial situation is vital to successfully make prudent decisions concerning their future financial condition. My number one focus when building and developing a firm has been to provide the best for our clients in our Integrity, Service ,Expertise, Relationships and Commitment to reaching their financial objectives -
Cvp Recruiting, Retention And DevelopmentNew York Life Insurance Company May 2007 - May 2009New York, New York, UsNew York Life has been leader in the life insurance industry for 160 years. They have been awarded, for 53 consecutive years, leader of the Million Dollar Roundtable (the premier international association of financial professionals). This prestigious award is given to highlight New York Life’s trusted, knowledgeable agents, and their immense emphasis on ethics, service and productivityOversaw all new hire training, sales and agent development for the Northeast territory. Consistently met or exceeded new hire, retention and sales goals. Provided education and training to newly hired sales agents and senior management.Selected Achievements:• Directed 26 recruitment offices for the Northeast; consisting of over 2500 agents• Generated the highest commissions of the four United States territories, with 40% of all new agent sales coming for the Northeast• Increased by 31% and 26%, respectively, the sales for Woman and Cultural markets through the use of agent training on cultural and market awareness• Achieved the highest ever recruiting and proactive retention rate for the Northeast. Awarded the coveted Zone Award of Excellence given to the number one zone in the United States• Instructed Partners, Senior Partners and Managing Partners throughout the company on the techniques, systems and responsibilities needed in order to succeed in the recruitment, retention and development of new and existing agents• Selected to lecture 15+ times a year on the keys to running a successful insurance and financial services practice -
PartnerNew York Life Insurance Company Aug 2004 - May 2007New York, New York, Us• Recognized consistently as one of the top recruiters in the country• Conducted an average of 400 first interviews per year, finding the most qualified financial representatives offering the best fit for the standards set forth by New York Life • Received the View From The Top award for recruiting activity, hires and first year commission production. This award was presented to only 13 of New York Life’s 460 recruiters• Earned the Gathering Eagles award every year during my tenure as Partner. This award is given to the top 15 recruiters in each of the four territories.• Ranked #1 for both recruiting and first year current class commissions for 2007 -
MaNorthwestern Mutual Jan 1998 - Jul 2004Milwaukee, Wi, UsNorthwestern Mutual is the nation’s largest provider of individual life insurance and has among the highest ratings in the life insurance industry from all four major rating agencies. Northwestern Mutual is also one of the “50 World’s Most Admired” companies based on FORTUNE magazine’s 2013 annual survey.Provided comprehensive financial planning services using a wide array of investment products including life insurance, retirement planning, business succession planning and college education funds.Selected Achievements:• Proffered sound insurance and investment planning to families and business owners through the use of detailed financial information gathering and goals obtained during in-depth meetings • Garnered and maintained a solid client base through the use of cold calling and client issue resolution• Attained a position in the Manager Association Program used as a stepping stone to District Agency management
Mark Mcpherson Education Details
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Sacred Heart UniversityPsychology And Finance -
Whitman Hanson RegionalGeneral Studies
Frequently Asked Questions about Mark Mcpherson
What company does Mark Mcpherson work for?
Mark Mcpherson works for Arm Advisory Placement Services
What is Mark Mcpherson's role at the current company?
Mark Mcpherson's current role is President and CEO.
What schools did Mark Mcpherson attend?
Mark Mcpherson attended Sacred Heart University, Whitman Hanson Regional.
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