Mark Parson Email & Phone Number | The financial advisory business model is at a major crossroad-increasing competition has forced fee compression which unfortunately has changed the way clients view the role of their wealth advisor. The challenge for all of us in this industry is to find innovative and creative ways to truly add real value that will enhance the customer experience and reduce the priority of cost. I believe those who can best adapt and implement the right process will flourish and have an unprecedented opportunity to grow their business. Those who ignore or fail to make the appropriate changes are putting their own business model at risk. I have become laser focused on attempting to meet this challenge and am truly excited about the potential that lies ahead. Having spent over 31 years in the industry as a wealth advisor, research analyst and sales trader, I feel I have a unique perspective to offer. I’m passionate about sharing my skill set and experience that will best address the needs clients are facing.

Mark Parson

The financial advisory business model is at a major crossroad-increasing competition has forced fee...
Ridgefield, Connecticut, United States

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Mark Parson’s Location Ridgefield, Connecticut, United States

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Mark Parson’s Prior Industry Edge Strategy | Morgan Stanley | Nicdan Market Advisory | Meriman Curhan And Ford | Advest

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Senior Business Development Manager

2019-03-01 00:00:00 - 2020-06-01 00:00:00

Financial Advisor

2015-09-01 00:00:00 - 2018-10-01 00:00:00

President

2010-01-01 00:00:00 - 2015-09-01 00:00:00

sales trader

2006-01-01 00:00:00 - 2010-01-01 00:00:00

Technical Analyst

2000-09-01 00:00:00 - 2006-01-01 00:00:00

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Mark Parson is a The financial advisory business model is at a major crossroad-increasing competition has forced fee compression which unfortunately has changed the way clients view the role of their wealth advisor. The challenge for all of us in this industry is to find innovative and creative ways to truly add real value that will enhance the customer experience and reduce the priority of cost. I believe those who can best adapt and implement the right process will flourish and have an unprecedented opportunity to grow their business. Those who ignore or fail to make the appropriate changes are putting their own business model at risk. I have become laser focused on attempting to meet this challenge and am truly excited about the potential that lies ahead. Having spent over 31 years in the industry as a wealth advisor, research analyst and sales trader, I feel I have a unique perspective to offer. I’m passionate about sharing my skill set and experience that will best address the needs clients are facing.

Mark Parson has prior
experience in the following industries:
Edge Strategy | Morgan Stanley | Nicdan Market Advisory | Meriman Curhan And Ford | Advest