Mark Esslie
Meet Mark.
Mark has two decades of experience in the financial services industry. Mark’s priority is wealth management and income distribution strategies for his clientele. Mark also works with philanthropists and non-profits to help them maximize their charitable efforts through creative financial solutions.
Networking with other key financial professionals such as attorney’s and tax specialists, Mark is able to take a holistic approach to helping individuals and businesses to meet their goals. Mark and his family reside in the Averill Park area and love to volunteer their time to improve the community they have come to call home.
Over his career Mark has helped numerous senior advisors implement and complete successful succession plans for their clients and own families. This is an area that he continued to develop as a service to advisors looking to retire from the financial services industry.
If you would like to connect with Mark or learn more about Iron Tree's Succession Planning structure, click the link below or contact Mark via any of the information listed below!