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 Service