The Bluestein Wealth Management Group of Wedbush Securities
Managing Director, Investments
Mark has dedicated his 29-year career to delivering personalized investment services for his clients. He leverages his expertise in integrated wealth management and planning services, designed for high net-worth individuals, families, and businesses. Prior to joining Wedbush Securities, Mark spent the past 13 years as Managing Director of Investments at Wells Fargo Advisors, and the previous 15 years between Morgan Stanley and Merrill Lynch.
Phone: (610) 585-6946
Registered Client Associate
Michelle has 25 years of experience in financial services, working with clients every step of the way. She began her career with Penn Mutual working in sales and marketing before spending 18 years with Vanguard as an asset transfer specialist and investment consultant. Most recently she worked as a Financial Advisor with Wells Fargo Advisors. Her path to success is simple, listen to your client’s needs and you will prepare the most comprehensive plan for their short- and longer-term financial goals.
- Estate Planning
- Financial Planning
- Portfolio Review
- Retirement Planning
The Bluestein Group of Wedbush Securities is an investment advisory team committed to providing clients the highest level of professionalism and goal-based services. Financial strategies are tailored to individual client needs that align with your risk tolerance and financial objectives. The Bluestein approach is a well-designed investment plan that serves as the foundation of an informed relationship.