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Mark P. Shively is a highly experienced financial advisor with expert knowledge in various areas of finance. He has been providing exceptional financial advice and guidance to clients for over 15 years.
How does the advisor help clients – Key Takeaways:
Mark P. Shively helps clients achieve their financial goals by providing personalized financial planning and investment management services. He has a deep understanding of the financial industry and uses his expertise to create custom financial plans for each of his clients. Some key takeaways of the services Mark provides include:
- Customized financial planning and investment management
- Expertise in various areas of finance
- Over 15 years of experience
- Personalized approach to meet individual client needs
Facts and Insights:
Mark P. Shively believes in staying up-to-date with the latest financial trends and insights in order to provide his clients with the best possible advice. He regularly researches and analyzes market data to ensure his clients’ financial plans are aligned with current industry trends and changes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 15 years |
Financial Services Offered:
Mark P. Shively offers a wide range of financial services to his clients. These services include:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
Client Types:
Mark P. Shively works with a diverse range of clients, including individuals, families, and small business owners. His personalized approach allows him to cater to the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
Mark P. Shively prides himself on being transparent about his fees and compensation. He charges a fee based on a percentage of assets under management, ensuring that his own interests are aligned with his clients’ financial goals.
Background:
Mark P. Shively has a strong educational background with a bachelor’s degree in finance and a master’s degree in financial planning. He also holds several financial planning certifications and regularly attends industry conferences and workshops to enhance his knowledge and skills.
Financial Advisor Disclosures to Know:
As a financial expert, Mark P. Shively adheres to a strict code of ethics and complies with all regulations and disclosures required by the financial industry. He always puts his clients’ best interests first and discloses any potential conflicts of interest before forming a professional relationship.
In conclusion, Mark P. Shively is a highly skilled and reputable financial advisor who offers personalized financial planning and investment management services to a diverse range of clients. With his expertise and experience in the financial industry, he is dedicated to helping his clients achieve their financial goals and secure a brighter financial future.