Weil joins the Strategic Wealth Partners team to execute the firm’s strategy of striving to provide wealth strategies, independent and objective advice, and personalized services to wealthy individuals, families, business owners and institutions, including 401(k) and other retirement plans.
“Mark brings an exceptional ability to evaluate scenarios from the client’s point of view,” said Strategic Wealth Partners co-founder Neal Price. “His disciplined approach to managing risk and deep knowledge of investing will serve our clients well. We are excited to welcome Mark to our team.”
Prior to advising clients, Mark spent 20 years trading his own capital in the pits of the Chicago Mercantile Exchange, as well as mentoring a number of young traders. Weil is completing the Financial Planning Certificate program at DePaul University.
In 2014, Strategic Wealth Partners joined Focus Financial Partners, a leading partnership of independent wealth management firms. Focus provides strategic support to help its partner firms achieve objectives – including to support growth initiatives and ensure a strong succession plan.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners is an investment advisory and financial planning firm providing wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copeland and Neal Price, the firm provides a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Learn more at www.stratwealth.com.
This article is intended for informational purposes only. The information published in this article is subject to change on a regular basis without notice. Information contained in this presentation should not be relied upon as investment advice specific to the reader’s investment objectives. Read Full Disclosure Statement