Mark Miner, CFP®, is a Financial Advisor at Baird since October 2020, specializing in assisting clients in comprehending their financial situations and realizing their future visions. Previously, Mark served as a Financial Advisor Associate and Associate Financial Advisor at Financial Designs, as well as holding roles such as Retirement Plan Specialist at Davidson & Garrard and Retirement Plans Manager at Levy Wealth Management. Mark began a career in finance at Vanguard as a Client Relationship Associate. Mark holds a Bachelor of Business Administration from Houghton University and a Chartered Retirement Plan Specialist designation from the College for Financial Planning.
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