Mark Connely

Mark Connely Email and Phone Number

Empowering Families to Experience Purpose, Freedom and Abundance @ Wealth Design Group
Mark Connely's Location
Greater Houston, United States, United States
Mark Connely's Contact Details

Mark Connely work email

Mark Connely personal email

n/a
About Mark Connely

At Wealth Design Group it is our mission to empower people to invest with purpose, and to create a financial plan that’s aligned to their individual needs, values, goals, and objectives. Investing with purpose revolves around strategic, mathematical strategies, rather than making decisions based on speculation. Through personalized, one on one coaching and investor workshops, we help each client define their true purpose for wealth optimization, understand their investment options, implement tax-efficient strategies, maximize their current portfolio, and fulfil their goals and objectives. Outside of work, I enjoy spending time with my three kids, running, BBQ’ing and Aggie Tailgating. I am a PADI member (Professional Association of Diving Instructors), and I have a passion music of all kinds. If you’re interested in learning more about our unique approach to investing, our financial planning process, or are a fellow Aggie, I encourage you to reach out and start a conversation!/COMPLIANCE:2024-2740/

Mark Connely's Current Company Details
Wealth Design Group

Wealth Design Group

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Empowering Families to Experience Purpose, Freedom and Abundance
Mark Connely Work Experience Details
  • Wealth Design Group
    Financial Advisor
    Wealth Design Group May 1996 - Present
    Houston, Tx, Us
    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian.CA License # 0D04370 ARK License # 1301962 Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

Mark Connely Skills

Leadership Estate Planning Financial Advisory Team Building Public Speaking Fixed Annuities Insurance Retirement Planning Account Management Sales Financial Planning Portfolio Management Investments Finance Process Improvement 401k Strategic Planning Financial Services Wealth Management Life Insurance Business Planning Strategic Financial Planning New Business Development Time Management Customer Service Disability Insurance Financial Analysis Wealth Project Planning Small Business Management Health Insurance Retirement Employee Benefits Securities Investment Management

Mark Connely Education Details

  • Texas A&M University
    Texas A&M University

Frequently Asked Questions about Mark Connely

What company does Mark Connely work for?

Mark Connely works for Wealth Design Group

What is Mark Connely's role at the current company?

Mark Connely's current role is Empowering Families to Experience Purpose, Freedom and Abundance.

What is Mark Connely's email address?

Mark Connely's email address is ma****@****oup.net

What is Mark Connely's direct phone number?

Mark Connely's direct phone number is +171362*****

What schools did Mark Connely attend?

Mark Connely attended Texas A&m University.

What are some of Mark Connely's interests?

Mark Connely has interest in Politics, Church And Christian Organizations, Golf, Scuba Diving.

What skills is Mark Connely known for?

Mark Connely has skills like Leadership, Estate Planning, Financial Advisory, Team Building, Public Speaking, Fixed Annuities, Insurance, Retirement Planning, Account Management, Sales, Financial Planning, Portfolio Management.

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