
Mark A. Uzzellemail
Our Baystate Team
Wellesley, MA 02481
Professional Story
As a financial planner, Mark's mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. He is highly trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives.
At Synergy Private Wealth, Mark can utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients. Mark holds a Bachelor of Arts degree from Providence College. He has been in the financial services industry since 2009.
Mark lives in Natick, MA with his wife and two daughters. During his free time, he enjoys activities such as pickleball, kayaking, biking, and spending time with his family.
Education
Providence College (1995-1999)
Hobbies
Pickleball, kayaking, and road biking
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Estate Planning, Financial Planning, Financial Education
Check the background of this investment professional on FINRA's BrokerCheck