Mark started his professional work life as a consultant with Accenture, where he helped clients for 14 years. He founded The Bleakley Financial Group of Virginia in 2005. Prior to graduating from university, he was an auto mechanic, was in the auto parts industry, and spent time as a retail store manager. Mark’s focus has always been either providing advice or fixing things. What drives Mark is helping others reach their goals.
Mark’s role is primarily as lead advisor and client strategist of his division at JSW. Mark’s passion is ensuring that his team is completely focused on properly caring for you, that you enjoy working with us, and that you receive value from everything the team does for clients.
Mark believes both financial freedom and fun can occur concurrently. You will find that he has an active (sometimes too active!) sense of humor. He’s quite proud that his teammates, Angela and Melissa, have been with him for 14 and 12 years and will do everything possible to make sure Danielle stays “forever”, as well. He’s a little nutty about college basketball, golf, and several other sports. In addition, he loves taking beach and golf trips with his family and is an avid reader.
Mark holds an Accounting degree from Virginia Commonwealth University as well as the CFP® and RICP® designations. He is life and health licensed in Virginia and has the 7 registration held through LPL Financial and the 66 registration held through both LPL Financial and JSW.