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Mark P
Series 63, Series 65
Vero Beach, FL
SAX Wealth Advisors, LLC
Mark Parsons is a financial advisor with SAX Wealth Advisors, LLC in Vero Beach, FL, holding Series 63 and Series 65 credentials and having 35 years of industry experience. His prior roles include seven years at Parsons Financial Group, LLC, sixteen years at Raymond James Financial Services, Inc., and five years at Prudential Equity Group, LLC. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies using primarily low-cost, passively managed funds and supplements portfolios with customized fixed-income ladders, third-party sub-advisers, model portfolios, and tax-efficient management tools.
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