Mark Carrabbio
Senior Vice President, Senior Financial Advisor, Portfolio Manager
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Grosse Pointe, MI, US
- LinkedIn followers
- 500 followers
About Mark Carrabbio
As a partner with BRCS Wealth Management, I begin every client relationship by assisting…
Experience
Senior Financial Advisor, Senior Vice President
Jul 2013 — Present
My focus is on retirement planning services, customized stock portfolios, and providing access to Bank of America for commercial lending and mortgage services (NMLS ID I hold the Series 7, 66, and 31 FINRA registrations, and am licensed to sell life insurance and variable annuities. I truly enjoy helping clients find a path to their financial goals utilizing my education, experience, and vast array of tools available at Merrill. I am located in the Grosse Pointe office and live nearby as well, but have clients in 34 states and Puerto Rico, whom I love to visit.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Education
Lawrence Technological University
Masters of Business Administration, MBA
2009 — 2011
College for Financial Planning
Accredited Certificate Program
2014 — 2014
Yale School of Management
Accredited Certificate Program
2020 — 2021
University of Michigan
Bachelor's Degree
1995 — 1998
Skills
- Modern Portfolio Theory
- Asset Management
- College Education Planning
- Wealth Preservation
- Investment Analysis - Portfolio Construction
- Wealth Management
- Generational Planning
- Working with Business Owners
- Financial Education
- Workplace Retirement Plans
- Behavioral Analysis
- Capital Markets
- Risk Management
- Family Wealth Transfer
- Financial Advisor
- Women Investors
- Non-Profit Wealth Advising
- Customized Investment Portfolios
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.