Mark Phillips Email & Phone Number

I began my career in the financial services industry in 1991. I pride myself on delivering personalized investment planning services to clients and small businesses from all over the country. It is my focus to help build wealth, achieve goals and deliver the appropriate channels to achieve these goals that my clients and their families deserve. In no specific order I assist clients with retirement planning, education funding, and helping create diversified portfolios which provide both income and growth. As a Financial Advisor with 72Captital I can also offer insurance and annuities.This information is intended for use by residents of CA, CT, DE, FL, ID, IN, MA, ME, MO, MS, NJ, NV, NY, OH, OK, OR, SC, TN, TX, and VA only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Investments.