Mark McLeland is a Senior Vice President of Investments who has been with Merrill Lynch since 1982. He earned his business degree from Baylor University and is a lifelong Fort Worth resident. He holds the designation of Certified Investment Management Analyst (CIMA) from Wharton School of Business and the Certified Financial Manager (CFM) from the Donald T. Regan School.
The McLeland Group makes it our goal to build trust with our clients through strong, enduring relationships and simplify their lives by helping them make good decisions with their finances based on years of experience, education and the best financial resources available in the marketplace. Our team focuses on helping a select group of high net worth families manage all aspects of their financial lives.
From retirement and educational planning to implementing tax-efficient strategies for concentrated stock positions, we work with our clients to develop a plan to grow and preserve their wealth. We initiate our planning-based discussion around your financial needs, your short and long-term objectives, your time horizons with particular attention to your individual risk tolerance. By customizing a wealth management plan for you, we are able to maximize your potential for achieving your financial goals. We often partner with your tax and legal advisors to develop tax-efficient strategies that will optimize your comprehensive financial situation.
Once your wealth management plan has been implemented, we will periodically review your plan's progress with you to make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place we will be less effected by extraneous event driven decisions. We embrace the concept of Total Merrill in our ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services to our clients. We have access to a wide range of Merrill Lynch specialists whose experience can be drawn upon to customize a solution that meets your unique financial objectives.