Mark Weil

Background

About Mark Weil

I’ve always been a curious person with an entrepreneurial spirit. I first learned about investing from my grandfather, Max Werth. When I was 10 years old, he explained about the stocks he owned and showed me how to read the stock tables in the Wall Street Journal. He explained the idea of dividends and how those were a part of his retirement plan. The other influential person in my career path is my father, Richard Weil, a tax and estate planning attorney. My father has always had an incredible work ethic and desire for knowledge. He brought planning discussions to our dinner table. He would share different tax and estate planning strategies that he was working on with his clients and explained why they were important. During college, I spent a summer as a market reporter at the Chicago Mercantile Exchange (CME) and got hooked on trading and the markets. After graduating college, I went to work as a “runner” on the trading floor. I soon realized that I wanted to pursue a career in the markets, so at the age of 22, I took my savings and bought a seat at the Mid-American Exchange. A year later I became a member of the CME and spent the next 20+ years trading and practicing risk management for my own accounts. I quickly learned that trading and investing required a disciplined approach. That disciplined approach allowed me to survive and thrive during calm and volatile markets, including the dot-com crash, 9/11, and the Great Recession, to name a few. After hanging up my trading jacket, I reexamined my choices. By planning, preserving and growing for my future I was now able to decide what choices I wanted to have. I enrolled in the CFP® program at DePaul University, obtained my Financial Planning Certificate and passed the exam earning the right to use the CFP® marks. Prior to starting Werth Weil Wealth Management, I was a wealth advisor with a Registered Investment Advisor (RIA) in Deerfield, IL. After 25+ years in financial markets and investment management, understanding risk management and financial planning is a part of who I am. I develop deep relationships with my clients based on objectivity, transparency, and trust. The level of confidence each client places in me as their advisor, and the accompanying fiduciary responsibility, is of upmost importance to me. Mark Weil is an Investment Advisor Representative with Dynamic Wealth Advisors dba Werth Weil Wealth Management Inc. All investment advisory services are offered through Dynamic Wealth Advisors