Mark Neely,  CFP®, ChFC, CLU, MBA

Mark Neely, CFP®, ChFC, CLU, MBA

Executive Vice President – Rocky Mountain Branch, Regional President – West Region

  • Mark began his AXA career in 1988; and was the youngest member of AXA Advisors Hall of Fame, when he achieved the distinction in 1998.
  • Named Top 100 Branch Managers of the Year by On Wall Street magazine in 2007.
  • Specializes in Estate and Retirement Planning.
  • Holds FINRA series 7, 24, 53, 63 and 65.
  • Volunteers at Fellowship of Christian Athletes and Preston Ranch.
  • Mark enjoys golf, fishing, and skiing with his wife Carolyn and three children Mark Jr., Madalyn and Andrea.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.   

California Insurance License #: 0C03746


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