Mark Walsh, CPWA�®
Director, Private Wealth Advisor
Address
Dallas
200 Crescent Court
Dallas, TX 75201
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
About me
Mark serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Mark works closely with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then, he identifies and engages a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals. He joined the organization in 2019 and has over 22 years of experience in the financial services industry.
Mark received a BS in Biology from the University of Texas at Austin. He earned an MBA in Finance from Southern Methodist University. He is a Certified Private Wealth Advisor.
Mark is a Board Member of the Dallas Theater Center, and an Advisory Board Member of the Dallas Foundation. He is a past Board Member of the Dallas Zoo.
Mark resides in Dallas with his wife, Margaret, and their two children.
Mark received a BS in Biology from the University of Texas at Austin. He earned an MBA in Finance from Southern Methodist University. He is a Certified Private Wealth Advisor.
Mark is a Board Member of the Dallas Theater Center, and an Advisory Board Member of the Dallas Foundation. He is a past Board Member of the Dallas Zoo.
Mark resides in Dallas with his wife, Margaret, and their two children.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services
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