Mark K. Lear

About Mark K. Lear

GuideSource Wealth AdvisorsA private wealth advisory practice of Ameriprise Financial Services, LLCMy purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultationAreas of focus:Retirement Income StrategiesSmall BusinessInvestmentsIntergenerational PlanningInsuranceBusiness Retirement Plans

Experience

1. Private Wealth Advisor

   Ameriprise Financial Services, LLC

   Jul 2007 — Present · Canton, NC, US

Education

• Pisgah High School

  High School Diploma

  1999 — 2003

• College for Financial Planning

  Master of Science, Personal Financial Planning

• Wake Forest University

  Bachelor of Science, Computer Science

  2003 — 2007

Skills

• Small Business Planning
• Business Planning
• Marketing
• Skilled Communicator
• Employee Benefits
• Decision-Making
• Education Planning
• Protection Planning
• Social Media
• Responsiveness
• Ethical Character
• Strategic Planning
• Client Relationships
• Attention to Detail
• Business Strategy
• Analytical
• Public Speaking
• Leadership
• Risk Management
• Customer Experience
• Client Management