Mark Taliaferro

Mark Taliaferro, CFP®, is a seasoned professional with a background in project management and financial consulting. They began their career as a Financial Advisor at Waddell & Reed from 2007 to 2009 and subsequently worked as a Licensed Personal Banker Investments at Fifth Third Bank between 2009 and 2011. Mark held several roles at Fidelity Investments from 2015 to 2019, eventually becoming the VP, Project Management, where they partnered with brokerage leadership to address organizational challenges. They earned an MBA in Business Analytics from the University of South Florida in 2018, enhancing their expertise in the field.