Mark Meservey is the founder of Meservey Financial Group, LLC. Since 1992, he has assisted clients with their financial goals with a focus on strategic risk management, wealth preservation and growth. As an independent financial advisor, Mark believes that the ability to place his clients’ best interests at the forefront of every decision made and action taken leads to more effective outcomes for his clients and his firm.
Mark is a graduate of the University of Texas at Austin, where he received a Bachelor of Science degree in Business Finance. Before opening Meservey Financial Group, Mark was a Senior Vice President and Investment Manager for one of the highest rated community banks in the Nation.
He is a General Securities Principal (Series 24 registration), a General Securities Representative (Series 7 registration), a Uniform Securities Agent (Series 63), and holds his Life and Health Insurance license. Securities registrations are held with LPL Financial.
Mark resides in Bastrop, Texas with his youngest daughter, Sullivan. When he’s not working Mark enjoys spending time with his children, fishing, golfing and cooking, (he makes a mean crème brûlée!)