Mark Brookfield is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. He advises senior executives of Fortune 500 companies, business owners, entrepreneurs, and ultra-affluent families on multiple facets of their financial lives. His approach includes not only investment management but also advising on estate planning, inter-generational wealth transfer, concentrated stock strategies, and cash-flow modeling. Mark examines both sides of a client's balance sheet to identify gaps and capitalize on opportunities for more efficient deployment of capital. He places importance on capital preservation and values the long-standing client relationships he has cultivated over his career. Mark earned a bachelor's degree from the University of Connecticut and holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc. He is also a Personal Investment Advisor (PIA) and a member of the CFP Institute. Mark has been recognized for his expertise, including a ranking by Forbes Magazine as the #13 Best-In-State Wealth Advisor in 2022. Outside of his professional work, Mark enjoys golfing, running, and spending time with his family. He has also been involved in community service as a former board member of Grace Community Church.