Mark M.
- Role
- Managing Director at Accelerate Retirement
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Mark M.
During the last 30 years, I have helped thousands of employees define their retirement…
Experience
Managing Director
May 2022 — Present
Investment advice offered through Accelerate Investment Advisors LLC, a registered investment advisor (“Accelerate”). Advisory services are only offered to clients or prospective clients where Accelerate, doing business as Accelerate Retirement, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accelerate dba Accelerate Retirement unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of Accelerate, its associated persons, or affiliates and have not been reviewed by Accelerate for their accuracy or completeness. Accelerate has not paid for any such comments.
Education
Louisiana State University
MBA, Finance
1978 — 1980
Baylor University
B.S., Biology
1974 — 1978
Skills
- Asset Management
- Health & Welfare Benefits
- Mutual Funds
- 401k
- Finra
- Erisa
- Strategic Financial Planning
- Disability Insurance
- Estate Planning
- Life Insurance
- Wealth Management
- Management
- Defined Benefit
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