Mark Maggs

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Wyomissing, PA 19610

Credentials

Series 63, Series 65

Industry experience

32 years

About

Mark Maggs is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of Maggs & Associates. He has been a financial advisor since 1993 and has served in various roles, including sales manager for the eastern and central Pennsylvania complexes. Mark is also part of Merrill's Peer-to-Peer National Faculty. His client base includes business owners, professionals, executives, physicians, retirees, and widows, for whom he provides financial advice and management services.

Mark holds a Bachelor's Degree from Bloomsburg University and has earned multiple professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is recognized for his expertise in areas such as divorce transition planning, executive compensation, family wealth management strategies, retirement income, and portfolio management services. Mark has been named to Forbes' "Best-in-State Wealth Advisors" list for five consecutive years and was recognized by Barron's as one of America's Top 1,200 Financial Advisors in 2016.

Mark's approach emphasizes long-term wealth building, addressing both sides of clients' balance sheets, and maintaining close communication to understand client needs. He values being personally available to clients and learning through listening to provide timely insights. In addition to his professional work, Mark is involved in supporting a wide range of local organizations and is a member of community groups such as Prospectus Berco and United Way Tocqueville. He lives in Wyomissing, Pennsylvania, with his wife and four children.

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

Expertise

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive Doctor or Medical Professional

Demographic focus

Retired Established Professionals Parents

Work history

Bank of America, N.A.

2011 - Present (15 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dillon K

CFP®

Sinking Spring, PA

Rewealth

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Business ownership considerations Business Financial Management Real Estate Professional Christian Faith Based

Christopher W

Series 66

Wyomissing, PA

Merrill

Christopher Whitcombe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, personal retirement planning, and retirement income. Christopher applies a disciplined, analytical approach to financial advising, emphasizing personalized strategies tailored to each client's unique situation. Christopher holds a Bachelor's and a Master's degree from Lehigh University. He has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His approach involves thoroughly understanding clients' financial circumstances and goals, analyzing data, and identifying opportunities to improve financial projections and tax strategies. Outside of his professional work, Christopher enjoys music, reading, and spending time with his family. He is committed to educating clients to help them become better stewards of their financial resources through comprehensive, individualized financial planning.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning

David K

Series 66

Wyomissing, PA

Merrill

David Kim is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he works with successful families and businesses to help them achieve their financial goals. He focuses on investment and risk analysis, institutional investments, retirement income planning strategies, and estate planning services. David helps clients clarify their goals and develop investment management strategies that align with their vision, acting as an advocate to navigate the challenges of today's financial landscape. David began his financial services career in 2005 with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR™ (CPFA®), and is a qualified Portfolio Manager. He is also a designated Bank of America Merrill Lynch Retirement Benefits Consultant. David was named to Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019. He is a graduate of Penn State University. Outside of his professional work, David is an active member of his church and involved in community activities, including serving on the board and coaching for Mifflin Area Youth Baseball. He enjoys studying the culinary arts in his spare time. David lives in Mohnton, Pennsylvania, with his wife Sarah and their three children.

Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy Retirement withdrawal strategies Established Professionals Mid-Career Professionals Parents Women Professionals

Melanie H

Series 66

Wyomissing, PA

Merrill

Melanie Hnatishion is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning her career in financial services in 2012, she has specialized in retirement planning, divorce financial planning, and corporate retirement plans. Melanie works closely with individuals, families, and corporate clients to develop comprehensive wealth management strategies tailored to their goals and changing life circumstances. She holds a bachelor’s degree from Thomas Jefferson University and has earned multiple professional designations, including Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Divorce Financial Analyst® (CDFA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Certified 401(k) Professional® (C(k)P®), and Retirement Benefits Consultant. These credentials support her disciplined approach to financial planning and fiduciary advisory services. Melanie lives in Reading, Pennsylvania, with her son. Outside of her professional life, she enjoys golf, ice hockey, racquetball, and tennis.

Wealth management Retirement income strategy Divorce financial planning Women Professionals

Brett D

CFP®, Series 66

Reading, PA

Edward Jones

Divorce financial planning General retirement planning Wealth management LGBTQIA Widow/Widower Divorced

Andrea B

Series 66

Stevens, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Educators, Teachers, and Academics Founder/Business Owner
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