Mark A. McMahon is a wealth advisor at Independence Square Advisors. He has over 20 years of experience having previously worked as a Vice President of Investments at Raymond James, Vice President of Investments at Wachovia, Vice President of Investments at PMG Capital, and having started at Smith Barney Morgan Stanley as a financial Advisor. Through LPL Financial, he currently holds the Series 7, Series 63 and Series 65 securities registrations and is registered in 9 states (PA, FL, MD, MA, NJ, NY, NC, TX, and VA).
Mark is an investment consultant specializing in wealth management for individuals and small business owners. His practice is based upon customized and independent investment advice, personalized service and a commitment to his clients’ success. The goal is to help clients preserve what they’ve built and continue moving forward regardless of current market conditions.