Linda Mark

Vice President - Investment Officer @Wells Fargo Advisors

Houston, TX, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Dec 2011 — Present

Vice President - Investment Officer @Wells Fargo Advisors

View department →

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC

EDUCATION

1975 — 1976

University of Arkansas

MBA

1973 — 1974

Drake University

B.S.in Business Administration

SKILLS

Financial ServicesRetirement PlanningSalesInvestmentsEstate Investment PlanningMutual FundsWealth ManagementAsset Management

ABOUT LINDA MARK

With a combination of knowledge, experience and a natural love of people, I serve the planning needs of high net worth individuals and families. I take time to understand and address their comprehensive goals with what I believe is a carefully considered, conservative approach to investment planning. My advice aims to help identify multi-generational wealth management strategies and to balance near-and long-term needs.I believe it is my obligation to educate clients on topics such as Social Security, retirement planning, and the financial implications of health care. As a result, I am committed to ongoing communication and highly personal, proactive service that reflects where you are in your life and where you want to go - changing when your circumstances change.I am a Houston resident and have long volunteered for the Houston Livestock Show and Rodeo, Habitat for Humanity and other community endeavors. I serve on the board of directors for The Partnership for Baylor College of Medicine, which is dedicated to supporting the college through community advocacy, educational programs and fundraising activities.This information is intended for use by residents of AZ,CA, CO,DE,FL,GA,LA,MD,NV,NY,OR,PA,SD,TX and UT only.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Linda Mark — Vice President - Investment Officer at Wells Fargo Advisors in Houston, TX, US | Unifers