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Mark C

Series 65, Series 63

Grapevine, TX

Financial & Tax Architects, LLC

Mark Connell is a financial advisor with Financial & Tax Architects, LLC in Grapevine, TX, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Regal Investment Advisors, Aion Retirement, PAGA, LLC, and Gateway Church. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary investment strategies involving exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Retirement income strategy Social Security optimization Annuities Income planning General tax planning Retired
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