Mark Cecil, Cfp®

Mark Cecil, Cfp® Email and Phone Number

Managing Partner and Certified Financial Planner @ Wealth Advisors Group, LLC
Rockville, MD, US
Mark Cecil, Cfp®'s Location
Rockville, Maryland, United States, United States
Mark Cecil, Cfp®'s Contact Details

Mark Cecil, Cfp® personal email

n/a

Mark Cecil, Cfp® phone numbers

About Mark Cecil, Cfp®

I provide objective "outside the box" advice and strategies to executives, professionals, business owners and retirees faced with important financial decisions. Common concerns are: how to retire and stay retired; enhancing investment earnings while minimizing risks; consolidating and simplifying a lifetime of finances; minimizing taxes, fees and delays of estate disposition; and properly protecting one's family, assets and business from risks.As an independent Certified Financial Planner™ with extensive knowledge, education and 26 years of experience, I can help tackle the toughest financial questions and issues.Specialties: FINANCIAL PLANNING: fee-based retirement, estate, tax and college planning that helps define goals and clarifies the steps required to meet your objectives.PORTFOLIO MANAGEMENT: fee-based investment strategies that generate bottom line results through "outside the box" thinking.RISK MANAGEMENT: life, disability and long-term care insurance to help protect your income, family, business, and your hard-earned wealth.If I'm not helping clients with their most pressing issues, you can find me watching my son on the soccer pitch, on the golf course, working out or tinkering with my 1961 Porsche 356B.

Mark Cecil, Cfp®'s Current Company Details
Wealth Advisors Group, LLC

Wealth Advisors Group, Llc

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Managing Partner and Certified Financial Planner
Rockville, MD, US
Website:
wealthadvisorsgroupllc.com
Employees:
5
Mark Cecil, Cfp® Work Experience Details
  • Wealth Advisors Group, Llc
    Managing Partner And Certified Financial Planner
    Wealth Advisors Group, Llc
    Rockville, Md, Us
    View
  • Wealth Advisors Group, Llc
    Managing Partner & Certified Financial Planner
    Wealth Advisors Group, Llc Mar 2007 - Present
    Rockville, Maryland, United States
    View
  • United Wealth Advisors Group, Llc
    Chief Financial Officer
    United Wealth Advisors Group, Llc Aug 2013 - Present
    Rockville, Maryland, United States
    United Wealth Advisors Group, LLC is the managing corporation providing tools and resources to its affiliates located in Maryland, Louisiana, New York, Florida, Texas, Arkansas and Colorado.
    View
  • Ameritas
    Financial Advisor
    Ameritas Aug 1986 - Present
    Mark Cecil CFP® offers products and services using the following business names: Wealth Advisors Group, LLC. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.orgwww.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Wealth Advisors Group, LLC.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
    View
  • The Acacia Group
    Financial Advisor
    The Acacia Group Aug 1986 - Mar 2007

Mark Cecil, Cfp® Skills

Mutual Funds Retirement Planning Series 7 Retirement Securities Investments Insurance Risk Management Wealth Management Strategic Financial Planning Estate Planning

Mark Cecil, Cfp® Education Details

Frequently Asked Questions about Mark Cecil, Cfp®

What company does Mark Cecil, Cfp® work for?

Mark Cecil, Cfp® works for Wealth Advisors Group, Llc

What is Mark Cecil, Cfp®'s role at the current company?

Mark Cecil, Cfp®'s current role is Managing Partner and Certified Financial Planner.

What is Mark Cecil, Cfp®'s email address?

Mark Cecil, Cfp®'s email address is ma****@****llc.com

What is Mark Cecil, Cfp®'s direct phone number?

Mark Cecil, Cfp®'s direct phone number is +130128*****

What schools did Mark Cecil, Cfp® attend?

Mark Cecil, Cfp® attended College For Financial Planning, University Of Maryland College Park, Meade Senior Hs.

What skills is Mark Cecil, Cfp® known for?

Mark Cecil, Cfp® has skills like Mutual Funds, Retirement Planning, Series 7, Retirement, Securities, Investments, Insurance, Risk Management, Wealth Management, Strategic Financial Planning, Estate Planning.

Who are Mark Cecil, Cfp®'s colleagues?

Mark Cecil, Cfp®'s colleagues are Chris Laughlin, Austin Cecil.

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