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Merrill Lynch Financial Advisor Mark David Strynar
921 Walnut Street, Boulder, Colorado, United States
About the Merrill Lynch Financial Advisor Mark David Strynar
Merrill Lynch Financial Advisor Mark David Strynar is a seasoned professional with over 25 years of experience in the financial services industry. Located at 921 Walnut Street in Boulder, Colorado, Mark joined Merrill Lynch Wealth Management in 2014 after working at prestigious firms such as Morgan Stanley and UBS. He specializes in serving high-net worth individuals and families, offering disciplined, goals-based planning and outcome oriented recommendations with meticulous attention to detail.
Mark works closely with clients to identify their prominent goals and needs, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. He then crafts tailored financial strategies to help clients achieve their desired outcomes while building, managing, and preserving their wealth for multiple generations. In addition to investment insights from Merrill, Mark can provide access to banking, credit, and lending services from Bank of America.
Mark holds the Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning Institutes Corp and is a graduate of Rutgers University with a degree in Art History. He is actively involved in the community and serves on the board of the Boulder Jewish Community Center. Mark and his family reside in Boulder, where they enjoy an outdoor lifestyle of skiing, hiking, biking, and trail running with their dogs.
At Merrill Lynch Wealth Management, Mark focuses on personalized financial planning centered on clients' goals and priorities, adapting strategies as needs and market conditions change. He believes in placing the investor at the center of the planning process while maintaining a market focus, helping clients navigate financial transitions and decisions with confidence. By getting to know clients on a personal level, Mark can create a financial strategy that reflects their investment personality and life priorities, providing advice tailored to what's important to them.
The institution offers a range of services, including the Merrill Personal Wealth Analysis™ to build personalized plans, access to global resources, and the Investment Personality Assessment to customize financial approaches. Mark and his team are committed to building strong client relationships based on trust and personalized service, helping clients achieve their financial goals through every stage of life.
Photos of Merrill Lynch Financial Advisor Mark David Strynar
921 Walnut St 1st Floor, Boulder, CO 80302, United States
Opening hours of Merrill Lynch Financial Advisor Mark David Strynar
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Day off
Sunday:
Day off
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