Merrill Lynch Financial Advisor Mark Carpentier

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Mark Carpentier is a financial advisor based in Newton, Massachusetts, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Mark provides comprehensive financial planning and investment management services. He serves individuals and families looking for personalized guidance in their financial journeys.

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