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Mark C. Ramsey, CIMA®, CWS®

Mark C. Ramsey, CIMA®, CWS®

Financial stewardship and entrepreneurship has been a core principle of Mark's since a young age.  At 8 years old he had his “first job” getting paid $4 a weekend to raise the American Flag in downtown North Reading at the former Baybank location (now Bank of America).  A whopping $16 a month! salary sat in a savings account, waiting for his parents to take him and his friends to the local baseball card shop where he was going to invest in his card collection for his retirement!  

Mark has carried this mentality of hard work and being smart with money into his adult life.  After graduating from Merrimack College, Mark joined on with LPL Financial in 2003 where he got introduced to investing and his passion grew from there.  He spent 17+ years consulting financial advisors on various investment products and financial planning tools to help with their clients' needs.  These experiences and his ability to connect with people drove Mark to becoming a financial advisor, where he could combine his passions and help clients reach their financial goals. 

Mark has 20+ years of financial services experience, as mentioned, he spent a bulk of his career working at the LPL Financial home office, where he earned the Certified Wealth Strategies (CWS) and Certified Investment Management Analyst (CIMA) designations.  Mark’s passion is connecting with people and providing a calm voice and expertise to help navigate through life’s financial matters. 

Mark is married with three kids and resides in Andover, MA.  Mark is active in the community as a board member for Andover Soccer Association and as a volunteer coach.  You can find him on the weekends on a field or court coaching his daughters (Raegan, Molly) and son (Leo) in their youth sports programs. 

When not coaching, you can find Mark and his wife Danielle playing golf and pickleball to stay active!