Mark Meyers , CFP®, CTFA, ChFC®, CLU®

  • Senior Clarfeld Wealth Advisor
Photo of Mark  Meyers

Profile

Mark is a senior wealth advisor with Clarfeld | Citizens Private Wealth, helping ultra-high net worth families, business owners, and individuals review and execute their estate, investment, trust, life insurance, and business succession planning strategies as well as navigate the ever-changing gift, estate, and income tax landscape. He has 13 years of industry experience.

Prior to joining Clarfeld | Citizens Private Wealth Mark held various advisory roles with Greenleaf Trust and Plante Moran. He holds the following designations: Certified Financial Planner® (CFP), Certified Trust and Fiduciary Advisor (CTFA), Chartered Financial Consultant® (ChFC) and a Chartered Life Underwriter® (CLU).

Mark resides in Royal Oak, MI with his wife Anne and their children, Graham, Reid and Anson. Mark enjoys cooking, golfing, clay shooting, and watching football.