Mark F. Burns
Chief Executive Officer Chief Investment Officer @Synergy Capital Solutions
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WORK HISTORY
Chief Executive Officer Chief Investment Officer @Synergy Capital Solutions
Bloomfield HIlls, MI, US
We are a solutions-based wealth management firm serving affluent individuals nationwide. Our team builds trusted relationships to help our clients build, grow, enjoy, and give while navigating life\'s complexities. We help reduce the noise and offer clarity in the form of a personal financial plan that allows our clients to focus on their passions and life\'s experiences.Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser
EDUCATION
University of Michigan-Dearborn
BA
SKILLS
ABOUT MARK F. BURNS
Mark began his financial services career in 1982, and quickly became a widely-recognized advisor for Wells Fargo Advisors and its predecessor firms. Mark focuses on investment planning and consulting, in addition to overseeing the asset management process. He spearheads the Synergy Investment Committee, which manages client portfolios on discretion using Synergy Strategy Portfolios. Mark believes continuing education enhances Synergy’s advisory services and investment strategies. He is a CERTIFIED FINANCIAL PLANNER TM practitioner and earned a Certified Investment Management Analyst® designation through the Investment Management Consultants Association. He holds the Series 7, 8, 63 and 65 licenses along with Life, Health and Accident, and Variable Annuities Insurance licenses. Mark is honored to have each member of his family as part of the Synergy Capital Solutions team. His wife, Sherry, serves as the President and Co-Founder; daughter, Jordann, as the Chief Client Experience Officer; and son, Alex, as a Director of Advisory. He takes pleasure in nurturing and mentoring the next generation of advisors. Mark splits his time between West Bloomfield, Michigan, and Naples, Florida. He enjoys seeing the world, reading a good spy novel and displaying his mediocre golf skills.Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser
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