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 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.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

California Insurance License #: 0C03746

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