Mark Wells
Advisor at Morgan Stanley
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Asset allocation advice
Work history
Morgan Stanley Private Bank, National Association
2015 - Present (11 years)
Morgan Stanley Smith Barney Llc
2014 - Present (12 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Janet Z
Series 63, Series 65
Blue Ridge, GA
Merrill
Janet Zaloga is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated her entire 39-year career. She specializes in retirement, education, and estate planning services, providing personalized financial strategies to help clients pursue their long-term goals. Janet works closely with clients on areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Janet graduated with high distinction from the University of Michigan with a degree in economics. She has earned the Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Her professional approach emphasizes educating clients to focus on achieving their financial objectives. Residing in Tampa, Florida since 1984, Janet and her team have a presence in Clearwater, Florida, and Farmington Hills, Michigan. She is involved in community organizations including the Humane Society of Tampa Bay, Historic Tampa Theater, Raptor Center of Tampa Bay, and Maxx & Me Pet Rescue. Janet's personal interests include biking, bowling, cooking, gardening, hiking, music, photography, reading, traveling, and yoga.
Amanda P
Series 66
Blue Ridge, GA
Edward Jones
Jeffrey R
CFP®, ChFC®, Series 63
Ellijay, GA
Asset Protection Group, Llc
John C
Series 63, Series 65
Blue Ridge, GA
Asset Accumulation, Protection, Preservation and Transfer, LLC
Ian M
Series 63, Series 66
Blue Ridge, GA
Swords Capital Management, LLC
Clifford S
Series 63, Series 66
Remote
CL Wealth Management LLC
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