Mark Fell

Background

About Mark Fell

During my nearly 20 years in professional business, I've had the opportunity to work on many different levels of service in the financial industry. My first 10 years, spent on the New York Stock Exchange trading floor, provided an opportunity working directly with institutional clients ranging from hedge funds to mutual fund portfolio managers. The next ten years offered me an opportunity to apply my knowledge and experience to retail clients ranging from small business owners to families planning for retirement. As a business owner with my own family, I'm constantly reminded about the financial prospects and pitfalls that lay in wait. As a registered and experienced financial professional, I've developed strategies to address these financial challenges and opportunities. My methods and goals are simple: 1) Listen to and help uncover areas of concern as they relate to our clients' financial well being. A thorough and collaborative discovery process produces the cornerstone upon which a structurally sound financial advisory relationship grows. 2) Applying our team's experience, knowledge, resources and key partnerships to act as the bricks and mortar in creating a financial plan for our clients' established needs, goals and dreams. 3) Reviewing and adjusting financial position to remain on track. Our professional goal is to become a lifetime resource for each and every one of our clients. Our team continues to seek like minded professionals looking to align themselves with an advisory branch focused on the culture of client service, camaraderie and community awareness. Send request to Mark@ConteFellAdvisors.com for more information.