Mark J. Diebold, Lutcf
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Mark J. Diebold, Lutcf Email & Phone Number

VP Wealth Transfer Specialist | Mercury Financial Group | Upstate NY, Eastern OH, Western PA | at Mercury Financial Group
Location: Buffalo, New York, United States 5 work roles 1 school
1 work email found @emercury.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@emercury.com
LinkedIn Profile matched
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Current company
Mercury Financial Group
Role
VP Wealth Transfer Specialist | Mercury Financial Group | Upstate NY, Eastern OH, Western PA |
Location
Buffalo, New York, United States

Who is Mark J. Diebold, Lutcf? Overview

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Quick answer

Mark J. Diebold, Lutcf is listed as VP Wealth Transfer Specialist | Mercury Financial Group | Upstate NY, Eastern OH, Western PA | at Mercury Financial Group, based in Buffalo, New York, United States. AeroLeads shows a work email signal at emercury.com and a matched LinkedIn profile for Mark J. Diebold, Lutcf.

Mark J. Diebold, Lutcf previously worked as Vice President, Planning Specialist, Wealth Advisory Group at Mercury Financial Group and External Wholesaler - MoneyGuard at Lincoln Financial Distributors. Mark J. Diebold, Lutcf holds Finance And Economics from Canisius College.

Company email context

Email format at Mercury Financial Group

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*@emercury.com
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AeroLeads found 1 current-domain work email signal for Mark J. Diebold, Lutcf. Compare company email patterns before reaching out.

Profile bio

About Mark J. Diebold, Lutcf

Mark J. Diebold, LUTCF is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs, and professionals. For most of these clients, this involves working with their advisors, attorneys, CPAs to establish, fund, and leverage tax-efficient, multi-generational weath strategies, frequently in tandem with philanthropic techniques. Contact Mark: mdiebold@emercury.com | 716.479.2532

Listed skills include Estate Planning, Life Insurance, Irrevocable Life Insurance Trusts, Wealth Management, and 8 others.

Current workplace

Mark J. Diebold, Lutcf's current company

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Mercury Financial Group
Mercury Financial Group
VP Wealth Transfer Specialist | Mercury Financial Group | Upstate NY, Eastern OH, Western PA |
5 roles · 27 years

Mark J. Diebold, Lutcf work experience

A career timeline built from the work history available for this profile.

Vice President, Planning Specialist, Wealth Advisory Group

Current
Mercury Financial Group

Upstate New York, Eastern OH, Western PA

Partner and consult exclusively with financial advisors, estate planners, tax attorneys and CPAs to provide wealth advisory guidance and solutions for their high net worth clients, including: -Wealth Structuring & Transfer-Estate Planning-Retirement Strategies-Business Succession Planning-Charitable Planning-Executive Compensation-Insurance Analysis

May 2014 - Present

External Wholesaler - Moneyguard

Lincoln Financial Distributors

Upstate / Northern NY Territory

Dedicated to managing all Lincoln MoneyGuard sales in the Wirehouse Channel (Merrill Lynch, UBS, Wells Fargo, Morgan Stanley), the Bank Channel (HSBC/First Niagara, ESL, Evans, KeyBank, Chase), and the Independent Channel (LPL, Edward Jones, Raymond James, Stifel Nicholaus).

2011 - 2014 ~3 yrs

Regional Director / Estate Planning Specialist

Aim Systems, Inc.

NY, Eastern OH, Western PA

Dedicated to managing Wells Fargo, UBS, Stifel Nicholaus & Janney Montgomery Scott relationships.

2010 - 2011 ~1 yr

Senior Regional Life Specialist

Lincoln Financial Distributors

Upstate / Northern NY

  • Dedicated to managing Smith Barney and Wachovia Securities relationships.
  • Qualified for LFD’s National Sales Conference in 2008 and 2007, Top Sales RLS, Closed Accounts, Wires.
2001 - 2010 ~9 yrs

Partner

Lustig & Diebold Financial Services, Llc

Buffalo, NY

  • Partner specializing in estate and business succession planning; pension plans, executive and employee benefits.
  • Increased affluent and business owner client base by more than 20 % per year.
  • Inner Circle Member of New England Securities. Partnership recognized for management of investment assets in excess of $100M
1999 - 2001 ~2 yrs
1 education record

Mark J. Diebold, Lutcf education

FAQ

Frequently asked questions about Mark J. Diebold, Lutcf

Quick answers generated from the profile data available on this page.

What company does Mark J. Diebold, Lutcf work for?

Mark J. Diebold, Lutcf works for Mercury Financial Group.

What is Mark J. Diebold, Lutcf's role at Mercury Financial Group?

Mark J. Diebold, Lutcf is listed as VP Wealth Transfer Specialist | Mercury Financial Group | Upstate NY, Eastern OH, Western PA | at Mercury Financial Group.

What is Mark J. Diebold, Lutcf's email address?

AeroLeads has found 1 work email signal at @emercury.com for Mark J. Diebold, Lutcf at Mercury Financial Group.

Where is Mark J. Diebold, Lutcf based?

Mark J. Diebold, Lutcf is based in Buffalo, New York, United States while working with Mercury Financial Group.

What companies has Mark J. Diebold, Lutcf worked for?

Mark J. Diebold, Lutcf has worked for Mercury Financial Group, Lincoln Financial Distributors, Aim Systems, Inc., and Lustig & Diebold Financial Services, Llc.

How can I contact Mark J. Diebold, Lutcf?

You can use AeroLeads to view verified contact signals for Mark J. Diebold, Lutcf at Mercury Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Mark J. Diebold, Lutcf attend?

Mark J. Diebold, Lutcf holds Finance And Economics from Canisius College.

What skills is Mark J. Diebold, Lutcf known for?

Mark J. Diebold, Lutcf is listed with skills including Estate Planning, Life Insurance, Irrevocable Life Insurance Trusts, Wealth Management, Business Succession Planning, Multi Generational Wealth Transfer, Wealth Preservation Planning, and High Net Worth Insurance.

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