Mark J. Potocsny

Principal - Potocsny Financial Group at International Assets Advisory

Mark J. Potocsny has extensive experience in the financial industry. Mark J. currently serves as the Principal of Potocsny Financial Group at International Assets Advisory since August 2021. Prior to that, they were a First Vice President of Wealth Management at Morgan Stanley from May 2014 to April 2021. Mark J. also held the position of First Vice-President - Investment Officer at Wells Fargo Advisors from April 1996 to May 2014.

Mark J. Potocsny earned a Bachelor of Science degree in Political Science from Southern Connecticut State University, graduating in 1993.

Location

New York, United States

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International Assets Advisory

International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services.


Employees

51-200

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