As a Director of Family Wealth & Estate Planning at Lexington Wealth Management, Mark guides clients in many areas of wealth, including investments, financial planning, and estate planning. He brings more than 30 years of experience to his work with clients and is an active voice on Lexington Wealth’s investment committee. Previously, Mark served for 14 years as a Director and Family Wealth Advisor in Wells Fargo’s Boston Family Wealth office (formerly Calibre Financial Services). He led client engagements with a specialization in financial and tax planning, working with families that extended into the ultra-high-net-worth category. He has served as Director of the Personal Financial
Mark Carley
Managing Director
Lexington Wealth Management
United States, Massachusetts, Waltham
About Me
Profile Information
Managing Director
Lexington Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Waltham
Massachusetts
United States
Aug 19, 2025
More profiles to browse
EZ
Elizabeth Zuik Lavoie
Senior Advisor, Wealth Advisor & Director
KL
Kerry Luria
Managing Director - Senior Wealth Advisor
BL
Beth LePage
Managing Director of Finance
Kristine Porcaro
President, Co-Founder
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth