Mark Neely

Mark Neely

Executive Vice President - Denver Branch, President - West Region

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Phone: 720-946-4326
Fax: 303-346-1011
E-mail:
 

Mark began his career with AXA Advisors/Equitable in July 1988, producing at NLC his first year. Mark was the youngest member of AXA Advisors Hall of Fame when he achieved the distinction in 1998. Mark served as president of AXA Branch Mangers “Old Guard” in 2005. Mark was named in the top 100 Branch Managers of the Year Nationwide by On Wall Street magazine in 2007. He is now the Executive Vice President of the Denver Branch and President of the West Region.

Mark Specializes in Estate and Retirement Planning and uses strategies and techniques for high net worth families. Mark is often called upon for his expertise by local and national leaders of the company, community and clients for consultation, training, and speaking engagements. As a Colorado Native, Mark enjoys golf, fishing at his ranch, and skiing with his wife Carolyn and their three children Mark Jr., Madalyn, and Andrea.

 AXA Vision:

“Our goal is to provide individuals, business owners and corporations with insurance, investment and asset preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well–conceived plan designed to help you achieve optimum performance and exceptional value.”

 Education:

  • Biola University, La Mirada, CA – BS in Business Administration
  • Colorado State University, Fort Collins, CO—Master of Business Administration

 Accreditations and Professional Designations:

  • CERTIFIED FINANCIAL PLANNER™
  • Investment Advisory Representative, FINRA Series 65
  • Registered Representative, FINRA Series 7, 63
  • Registered Principal, FINRA Series 24, 53
  • Financial Consultant of AXA Advisors, LLC
  • AXA Advisors titles of Advance Estate Planner and Executive Benefits Specialist

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of

Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification

The named individual offers securities and Investment advisory services through AXA Advisors, LLC

(NY, NY 212 314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network, LLC and its subsidiaries. AXA Advisors, LLC and AXA Network , LLC are not tax or legal advisors. Please consult your tax or legal advisors regarding your particular circumstances.

 

California Insurance License #: 0C03746


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.