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Mark Willoughby

Senior Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
Intro Book
Mark Willoughby is a seasoned wealth management expert with 25+ years of experience, holding senior leadership positions at prominent firms, and a graduate degree from Louisiana State University's Graduate School of Banking.
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Location
Franklin, Tennessee, United States, US
Languages
  • French -
Skills
  • Wealth Management
  • Retirement Planning
  • Investment Advisory
  • Investments
  • Investment Management
  • Show all
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Bio

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Mark Willoughby is a seasoned wealth management expert with a proven track record of delivering exceptional financial advisory services. As a Senior Vice President at Janney Montgomery Scott LLC, he has been instrumental in guiding clients toward achieving their financial goals, leveraging his expertise in investment management, leadership, and strategic financial planning. With over 20 years of experience in the industry, Mark has honed his skills in wealth management services, including Series 7 and social media marketing. Throughout his career, Mark has held various leadership positions, including Managing Director at CapWealth Advisors, LLC, and First Vice President at Hilliard Lyons. His tenure at Third National Bank of Williamson County saw him excel as Regional President, demonstrating his ability to drive business growth and manage personnel. Mark's educational background includes a BA in Government & International Studies from the University of South Carolina and a Graduate School of Banking of the South from Louisiana State University. Mark's expertise extends to investments, financial advisory, and wealth management, with a strong proficiency in social media marketing. He is fluent in French and has a Series 7 license, further solidifying his position as a trusted financial advisor.

Experience

  • Janney Montgomery Scott LLC
    • Franklin, TN
    • Senior Vice President / Wealth Management, Financial Advisor
      • Jun 2019 - Present
      • Franklin, TN

  • Hilliard Lyons
    • Senior Vice President
      • Apr 2015 - Jun 2019

      Financial Advisor

  • CapWealth Advisors, LLC
    • Managing Director
      • Jun 2000 - Apr 2015

      An independent Registered Investment Advisor that works with clients to bring clarity to their financial goals and assist them in achieving those goals.

  • Hilliard Lyons
    • Franklin, TN
    • First Vice President
      • Jan 1993 - May 2000
      • Franklin, TN

      Investment Management; financial planning

  • Third National Bank of Williamson County
    • Regional President
      • Apr 1989 - Dec 1992

      Business development; Senior Lending Officer; Personnel Management

Education

  • 1975 - 1979
    University of South Carolina
    BA, Government & International Studies
  • 1988 - 1990
    Louisiana State University
    Graduate School of Banking of the South

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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