Mark R. Holden, CFP®, CWS®

Mark joined Vestor Capital in 2021 as a Wealth Management Advisor. Mark works closely with entrepreneurs, business owners and value-based families to create individualized financial plans that assist in meeting the needs of their financial household. He concentrates on personalizing the education experience, communication, and execution strategies required of his high-net-worth clients.

Mark received a Bachelor of Fine Arts degree from Auburn University and a M.B.A from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ through the CFP Board and a Certified Wealth Strategist® professional through Cannon Financial Institute. Mark brings with him 14 years of experience in the financial services industry from his time at TD Ameritrade. While at TD Ameritrade, Mark was regularly featured on the TD Ameritrade Network in both live and on demand content related to his deep knowledge of long-term investing and personal finance. He also served as an educator for portfolio management inside TD Ameritrade’s award-winning brokerage platform – thinkorswim. Mark previously held professional licenses Series 3, Series 4, Series 7, Series 24, and Series 63.

During his down time, Mark volunteers  with the Heroes and Horses organization, mentors young adults navigating the start of their career, and serves in the Junior Achievement’s education program. Mark loves spending time with his wife and daughters through sports, cooking, music, and adventure.

Professional Licenses: Series 65, CFP®, CWS®

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