Mark Strong, CFP®, CRPS®
Vice President Of Investments@ Stifel Financial Corp.
Santa Barbara, California, United States
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Mark Strong, CFP(r), CRPS(r) is a highly experienced professional with 17.3 years of work experience. He is based in the United States and is a member of The Kally-Strong Group at Stifel. Mark is dedicated to serving high-net-worth individuals, families, foundations, and businesses. He is committed to long-term relationships and strives to deliver exceptional client service. Mark has a CERTIFIED FINANCIAL PLANNER certification and has moved his practice from Morgan Stanley Smith Barney to Stifel. He has a strong background in banking and finance, and has served three years on the board of the Alta Vista Foundation.
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Emails and Phone Numbers

@stifel.com
+1 251990****
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About

Mark Strong is a member of The Kally-Strong Group at Stifel. He focuses his talents on serving high-net-worth individuals, families, foundations, and businesses. Mark is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to their goals, values, aspirations, and concerns. Based on this input, Mark then works attentively to help them in pursuing their financial objectives. He has earned the CERTIFIED FINANCIAL PLANNER™ certification. Mr. Strong and The Kally-Strong Group moved their practice from Morgan Stanley Smith Barney to Stifel. Prior to joining Morgan Stanley Smith Barney, Mark ran a successful office as an Investment Representative at Edward Jones in Wisconsin. Mark attended Northwood University in Midland, Michigan, and graduated with a Bachelor of Business Administration with a double major in Banking and Finance, Management. He attained the highest rank of the Boy Scouts of America, Eagle Scout, in 1998. He served three years on the board of the Alta Vista Foundation. Interests: I enjoy spending time with my beautiful wife and young children (going to the beach, the park, and the zoo), working up a sweat in the outdoors (hiking, kayaking, fishing), and gearing up for triathlons (swimming, biking, and running). Stifel Financial Corp. And its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. Is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. Residents only and are subject to the following terms: www.stifel.com/disclosures.

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Work Experience

501 N. Broadway, St. Louis, MO, 63102, US

Financial Services

6899
Phone
+1 3143422000

Mark Strong, CFP®, CRPS®'s Professional Milestones

  • Vice President Of Investments (2012-09-01~): Transforming financial operations, boosting returns through strategic investment planning and cost management.

Education

Northwood University
Northwood University

Banking And Finance,

Management

1999-2003