Mark J. O’Leary

Private Wealth Advisor

Credentials: CFP® CERTIFICATION
Years of Experience: 32

Address: 4 Campus Drive Parsippany NJ 07054
Phone: 973-285-3674
Email: moleary@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/mark-oleary/

With over 20 years’ of experience as a financial advisor working closely with high net-worth individuals, pharmaceutical executives, Wall Street professionals and professional athletes, I have dedicated my career to aligning my clients’ needs and objectives with a holistic financial plan that offers a balanced approach to growth and risk management.

My speciality is in navigating the complexities of an ever-changing global economy. From my early days working as a junior analyst on Wall Street until decades later, I have developed a seasoned perspective that offers a stabilizing force through the up and downs of the financial markets. My natural gifts allow me to sift through analysis with a creative eye that offers a balanced, well-blended approach to long term financial planning.

Building quality relationships and earning my clients’ trust is privilege that I take very seriously.

Specialization:
Investment Management
Comprehensive Financial Planning
Detailed Retirement Planning
Advanced Estate Planning
Asset Protection and Risk Management

Business Experience:
Analyst, Prudential Specialized Finance Group, Newark, NJ
Short Options Analyst, Shearson Lehman Brothers, New York, NY

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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