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Mark J. O'Leary
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-3674
moleary@sfr1.com
Specialization:
• Diversified Comprehensive Financial Planning
• Sophisticated High Net-Worth Planning
• Detailed Retirement Planning
• Investment Management
• Estate Planning
Business Experience:
• Senior Advisor, Summit Financial Resources, Inc.
• Analyst, Prudential Specialized Finance Group,
Newark, NJ
• Short Options Analyst, Shearson Lehman Brothers,
New York, NY
Personal:
More than 9 years of experience specializing in solving problems and maximizing opportunities for high net worth families; Co-Founder of the PharmaExecutive Wealth Advisory Group (division of Summit Financial Resources, Inc.) - created to provide financial strategies for pharmaceutical executives. Extensive client list including Wall Street and corporate executives and business owners; created seminars focusing on Retirement Income Preservation Strategies - providing specialized solutions for retirees; member of FPA - Financial Planning Association; well-integrated support staff including plan design coordinators and marketing specialist; numerous clients both domestically and within the international community. Mark and his wife live in New Jersey and are the parents of three children.
