Advisor at Merrill
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Mark Burlingame is a Senior Resident Director at Merrill Lynch Wealth Management, based in the Poughkeepsie office, where he has spent his entire career since beginning in 1998. He holds the Chartered Retirement Planning Counselor™ designation, the CERTIFIED FINANCIAL PLANNER® certification, and other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Mark graduated from Hamilton College with a Bachelor of Arts in Economics. His expertise encompasses a broad range of financial planning services such as college education planning, employee benefits planning, family wealth management, philanthropic and retirement income planning. He also serves on the board of directors for Rebuilding Together Dutchess County, demonstrating his involvement in community initiatives. Mark resides in Poughkeepsie with his wife, Sara, a local school teacher, and their two sons.
Bank Of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1998 - Present (28 years)
CFP®, Series 66
Hopewell Junction, NY
Edward Jones
Series 63, Series 66
Poughkeepsie, NY
Edward Jones
Series 66
Hyde Park, NY
Edward Jones
Series 66
Beacon, NY
Edward Jones
CFP®, Series 66
Beacon, NY
Edward Jones
Series 66
Fishkill, NY
Edward Jones
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