Mark Beeman
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Mark Beeman is the Resident Director at Merrill Lynch Wealth Management. A lifelong resident of New Mexico, Mark grew up in Carlsbad and began his financial career in 2008, joining Merrill Lynch in 2010. Prior to entering the financial industry, he spent 12 years as an educator in the Roswell area.
Mark earned a Bachelor of Science degree in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. He holds the Chartered Retirement Planning Counselor (CRPC™) designation from The College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) credential. Mark specializes in family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. He works closely with clients to identify their primary goals, which may include education funding, tax minimization, and retirement asset management, and develops tailored strategies to help build, manage, and preserve their wealth across generations.
Outside of his professional role, Mark enjoys outdoor activities such as boating, golfing, hiking, running, and skiing. He lives with his wife, Kate, and their two children, Bailey and Cameron.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Wealth management
Demographic focus
Parents
Mid-Career Professionals
Work history
Bank Of America,Na
2010 - Present (16 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Tammie D
Series 66
Roswell, NM
Edward Jones
Steve H
Series 66
Roswell, NM
Edward Jones
Victoria H
Series 66
Roswell, NM
Merrill
Victoria Harman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial priorities by offering consultative wealth management services tailored to individual goals and circumstances. Victoria specializes in areas including education planning, family wealth management strategies, retirement income, tax minimization, socially responsible investing, and services for endowments, foundations, and non-profits. Victoria earned her Bachelor of Science degree in Food Science from Texas Tech University. She holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Prior to her financial career, she spent seven years as a Territory Manager with US Foods. She is active in the Roswell community through her involvement with Altrusa International of Roswell, NM. In her personal time, Victoria enjoys boating, cooking, fishing, gardening, golfing, reading, skiing, and traveling.
James M
Series 63, Series 66
Roswell, NM
Edward Jones
Jesse B
Series 63, Series 66
Roswell, NM
Edward Jones
John F
Series 65
Roswell, NM
Quest Investment Portfolio Management, Limited
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