Mark Mcpherson

Mark Mcpherson Email and Phone Number

President and CEO @ ARM Advisory Placement Services
Boston, MA, US
Mark Mcpherson's Location
Boston, Massachusetts, United States, United States
About Mark Mcpherson

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.

Mark Mcpherson's Current Company Details
ARM Advisory Placement Services

Arm Advisory Placement Services

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President and CEO
Boston, MA, US
Mark Mcpherson Work Experience Details
  • Arm Advisory Placement Services
    President And Ceo
    Arm Advisory Placement Services
    Boston, Ma, Us
  • Avantax®
    Regional Director At Avantax Wealth Management℠
    Avantax® Feb 2023 - Present
    Dallas, Texas, Us
  • Northwestern Mutual
    Grow And Development Director/ Financial Advisor
    Northwestern Mutual Apr 2021 - Feb 2023
    Milwaukee, Wi, Us
  • First American Insurance Underwriters
    National Brokerage Manager At First American Insurance Underwriters
    First American Insurance Underwriters Jan 2020 - Mar 2021
    Needham, Massachusetts, Us
    First 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.
  • Axa Advisors, Llc
    Northeast Regional Vice President
    Axa Advisors, Llc Jun 2017 - Jan 2020
    New York, Ny, Us
    As 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
  • Mri- The Boston Group
    Executive Recruiter Insurance And Financial Services
    Mri- The Boston Group 2014 - 2017
    The 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.
  • Penn Mutual
    Vice President Of Sales
    Penn Mutual 2009 - 2014
    Horsham, Pa, Us
    Concord 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
  • New York Life Insurance Company
    Cvp Recruiting, Retention And Development
    New York Life Insurance Company May 2007 - May 2009
    New York, New York, Us
    New 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
  • New York Life Insurance Company
    Partner
    New York Life Insurance Company Aug 2004 - May 2007
    New 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
  • Northwestern Mutual
    Ma
    Northwestern Mutual Jan 1998 - Jul 2004
    Milwaukee, Wi, Us
    Northwestern 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

  • Sacred Heart University
    Sacred Heart University
    Psychology And Finance
  • Whitman Hanson Regional
    Whitman Hanson Regional
    General 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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