Mark Rothwell

About Mark Rothwell

I am a financial planner that specializes in working with physicians. I have firsthand experience of the challenges physicians face, as my wife, Victoria, is a gastroenterologist. My clients come to me because they realize their time is limited with their busy schedules and, while they could try to research information themselves, they prefer to lean on my expertise to help them answer: How should I prioritize my income?(Paying down debt, spending, saving, buying a home) Do I have the appropriate insurance for risks I cannot self-insure today?(Disability, Life, Home/Auto/Umbrella) What types of accounts should I be saving in? How can I avoid getting killed in taxes?My clients are looking for an alternative to advisors that: Only provide solutions from one specific company (An independent adviser can shop the market to look at options across multiple companies) Solely want to manage money and are not willing to create a financial plan Do not help with tax planning Want to prioritize permanent life insurance before anything elseLet me assist you so you can spend more time helping patients and with your family and friends and less time stressing about your financial future. After working together, you will feel confident that you have a plan in place and strategy for what needs to be done moving forward. If you’re ready to take the first step, then please set up an introductory call through our website or give our office a call (70••••••24).Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio | 18•••••••01. Scott Jones Financial is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.

Experience

1. Advisor

   Scott Jones Financial

   Jun 2021 — Present · Charlotte, NC, US

Education

• Babson College

  Business, Finance, Quantitative Methods

  2006 — 2010