Mark Kaskey

Biography

Since beginning his career in 1987, Mark Kaskey has dedicated over three decades to helping clients pursue their individual financial goals. With a passionate focus on retirees, Mark excels in building and preserving wealth for his clients. By developing a personal connection with each client, he gains a clear understanding of their circumstances and investment temperament, allowing him to recommend tailored solutions designed to help clients work towards achieving their defined objectives.

Mark specializes in addressing the unique needs of multi-generational families, including the accumulation, distribution, and risk management of assets throughout their lifetimes. He has previously worked at B. Riley, Stifel Financial Corp, and Janney Montgomery Scott, gaining valuable experience along the way. Mark holds an undergraduate degree from Villanova University.

A longtime resident of Pennsylvania, Mark enjoys spending time with family and friends, as well as practicing yoga and meditation. He is also an avid skier and hiker.

---

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!

---