Mark Carley

Mark Carley Email and Phone Number

Managing Director, Lexington Wealth Management @ Lexington Wealth Management
lexington, massachusetts, united states
Mark Carley's Location
Waltham, Massachusetts, United States, United States
Mark Carley's Contact Details

Mark Carley personal email

n/a

Mark Carley phone numbers

About Mark Carley

Financial Advisor with 30 plus years of experience in personal finance and tax providing clients a distinctive experience that promotes family continuity and responsible stewardship of wealth today and for generations to come.Lexington Wealth Management is an independent fee only advisory firm providing wealth management and family office services.www.lexingtonwealth.comAdjunct Professor teaching Professional Financial Planning Practice in the Master of Science in Financial Planning program at Bentley University.www.bentley.edu

Mark Carley's Current Company Details
Lexington Wealth Management

Lexington Wealth Management

View
Managing Director, Lexington Wealth Management
lexington, massachusetts, united states
Website:
lexingtonwealth.com
Employees:
21
Mark Carley Work Experience Details
  • Lexington Wealth Management
    Managing Director
    Lexington Wealth Management Jan 2012 - Present
    12 Waltham Street, Lexington Ma 02421
    View
  • Bentley University
    Adjunct Professor
    Bentley University Jan 1998 - May 2019
    175 Forest St, Waltham, Ma 02452
    View
  • Wells Fargo Family Wealth
    Director Client Management
    Wells Fargo Family Wealth Sep 1997 - Dec 2011
    Boston, Ma
    Formerly Calibre Advisory Services January 2005 to December 2008,Formerly an independent company September 1997 to December 2004
  • Coopers & Lybrand
    Director Personal Financial Services
    Coopers & Lybrand 1996 - 1997
    View
  • Price Waterhouse
    Director Personal Financial Services
    Price Waterhouse Aug 1982 - Jul 1996
    View
  • Firestone Tire & Rubber Company Foam Products Division
    Accountant
    Firestone Tire & Rubber Company Foam Products Division 1976 - 1982
  • Adams Drug, Inc
    Junior Accountant
    Adams Drug, Inc 1975 - 1976

Mark Carley Skills

Wealth Management Financial Advisory Financial Planning Asset Allocation Strategic Financial Planning Estate Planning Tax Financial Services Investments Portfolio Management Asset Management Wealth Management Financial Analysis Crm Investment Strategies Alternative Investments Finance

Mark Carley Education Details

Frequently Asked Questions about Mark Carley

What company does Mark Carley work for?

Mark Carley works for Lexington Wealth Management

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

Mark Carley's current role is Managing Director, Lexington Wealth Management.

What is Mark Carley's email address?

Mark Carley's email address is ca****@****ley.edu

What is Mark Carley's direct phone number?

Mark Carley's direct phone number is +178186*****

What schools did Mark Carley attend?

Mark Carley attended Bryant University, Providence College.

What skills is Mark Carley known for?

Mark Carley has skills like Wealth Management, Financial Advisory, Financial Planning, Asset Allocation, Strategic Financial Planning, Estate Planning, Tax, Financial Services, Investments, Portfolio Management, Asset Management, Wealth.

Who are Mark Carley's colleagues?

Mark Carley's colleagues are Chet Marcus, Lina C., Ryan Bonvie, Elizabeth Zuik Lavoie, Cfa, Cdfa, Gary Pomerantz, George Bouton, Joe Ruby.

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