Mark C. Parrott is a wealth manager and financial advisor specializing in helping business owners and families prepare for and enjoy their retirement.
A 24-year financial-services industry veteran, Mark is a retirement-planning expert with extensive experience in investment-portfolio design, wealth-distribution strategies, income- and estate-tax planning, and mergers and acquisitions. Mark joined Creative Retirement Planning, Inc., in 1996, after spending te early part of his career at Merrill Lynch. Today he is instrumental in serving clients across the country.
Mark earned a Baccalaurate Degree in Finance in 1989 at State University of New York New Paltz. He also has a certificate in Investment Decisions in Behavioral Finance from the Harvard Kennedy School of Government and became a Certified Mergers-and-Acquisitions Advisor at DePaul University.
Securities Regisrations: Series 6, 7, 63, 65 and 66.
In addition to managing and directing Creative Retirement Planning Inc., Mark is affiliated with Royal Alliance Associates, Inc. -- an independent, registered broker/dealer, member FINRA/SIPC.