Mark Eidlin

Background

About Mark Eidlin

I joined Merrill in 1992, and served as the complex sales manager from through 2008. Growing up in a family of entrepreneurs, I understand the unique needs of the business owners, and offer financial advice as they establish, grow and ultimately transition their company. I get great satisfaction from assisting my clients in integrating the various elements of their financial lives so they can pursue their personal and financial goals on their own terms. I hold the following designations: Certified Private Wealth Advisor® (CPWA®) from the Investments & Wealth Institute, Chartered Retirement Planning Counselor™ from the College for Financial Planning Institutes Corp, Certified 401(k) Professional (C(k)P®) awarded by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education and Certified Plan Fiduciary Advisor (CPFA). I am a graduate of Boston University with bachelor's degrees in both economics and political science and I earned my MBA from Cornell University. I am also a graduate of the National School of Commercial Lending at Southern Methodist University's Cox School of Business. I am the former Chairman of the Board of University of Rochester's Highland Hospital, and currently Vice Chairman of its foundation board. I have two children, Amanda and Rex, and reside in Pittsford, NY with Salley Thornton. I enjoy a variety of outdoor activities, including skiing, marathon canoeing, stand-up paddle boarding and golf.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and /or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.*C(k)P® is a registered trademark of The Retirement Advisor University, Inc.