Mark Bluestein

Managing Director, Investments

The Bluestein Wealth Management Group of Wedbush Securities

Biography

Mark has dedicated his 29-year career to delivering personalized investment services for his clients. He leverages his experience 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.

Mark lives in Gladwyne, Pennsylvania with his wife of over 25 years, Debbie who is a Pre-School teacher. The couple has four daughters; the eldest lives and works in New York City, the second is a Senior at the University of Michigan, and the younger two are in high school. In his free time, he enjoys quality time with the family and giving back to his community.

RECOGNITION/MEMBERSHIPS

  • Jewish Family and Children’s Services
  • Jewish National Fund
  • Tay-Sachs & Allied Diseases Association of the Delaware Valley
  • Our Closet of the Greater Philadelphia area

 

Presidents Club Logo

Recognized by the firm as a member of the prestigious President's Club for his outstanding contributions.


Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

  • Open a Wedbush NEXT spend account
  • Set and manage savings goals
  • Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

Mark Bluestein Wedbush Next Referal Code