Mark Everett

Wealth Management - Financial Advisor at Diversified Financial Management
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Contact Information
us****@****om
(386) 825-5501
Location
Hingham, Massachusetts, United States, US
Skills

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Jon Halaby

Mark and his team at DFM have been a great resource to us for asset management and financial planning. He's a thorough and conscientious adviser. His knowledge of our financial needs is always spot on. I would absolutely recommend him!

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Experience

  • Diversified Financial Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Wealth Management - Financial Advisor
      • 2015 - Present

      Responsible for the development, and retention of assets for high net worth individuals. All while recommending and implementing the appropriate investment strategy to meet these objectives. This role requires me to be familiar with a variety of functions including modeling, trading, risk management, compliance and due diligence. Responsible for the development, and retention of assets for high net worth individuals. All while recommending and implementing the appropriate investment strategy to meet these objectives. This role requires me to be familiar with a variety of functions including modeling, trading, risk management, compliance and due diligence.

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - Senior Financial Consultant
      • 2003 - 2012

      Responsible for leading a Private Client Group team with more than $900 million in assetsEarned several milestone awards, including multiple Achiever Awards and Chairman's Awards that recognized his dedication to serving his clients.

    • Senior Inside Wholesaler
      • 1998 - 2003

Education

  • Boston College
    Bachelor, Business Management
    -

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