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: (484) 254-7839
Registered Client Services Associate
Through his 15+ years of financial investment experience, William (“Bill”) has developed a strong understanding and expertise of the process and operational side of the industry. After earning a finance degree from the University of Maryland, Bill spent time at Smith Barney, Morgan Stanley and Capital Financial Group as an Assistant Trader where he focused mainly on secondary markets. For Bill, Client retention hinges on three facets: superb customer service, reliability and trust.
Phone: (484) 254-7837
- 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.