Mark E. Werner, CFP®, RICP®,ChFC®, CLU®, AEP®

Mark E. Werner, CFP®, RICP®,ChFC®, CLU®, AEP®

Wealth Manager

Phone: 314-256-0252
Fax: 314-272-1387
E-mail:
 

Mr. Werner has been in the financial services industry since 1981. He focuses on Retirement Income Planning as well as Investment and Estate Planning. Mr. Werner graduated from the University of Missouri-St. Louis with emphasis in Accounting, Economics and Finance. He has taught courses on Disability and Business Planning for the Life Underwriting Training Council as well as the investment course as an instructor for the American College. He is currently completing his Masters of Science in Financial Services.

     Mr. Werner has been a guest speaker for several sheltered workshops in Missouri, the Alliance for the Mentally Ill, and the ALS Society on the topic of Estate Planning for Parents of Disabled Children. Mr. Werner has produced and presented continuing education seminars on Financial Planning and Basic and Advanced Estate Planning for the National Association of Insurance and Financial Advisors as well as a Taste of MDRT IV. He has also lectured on Retirement Planning for AARP and the International Association of Financial Planners. Most recently he was a guest lecturer at St. Louis University School of Law.

     He has been awarded the Associate of the Year award in 1996 and 1999, The Manager of the Year award in 1997 and qualified for the Million Dollar Round Table in 2000, 2002, and 2004 thru 2015. Mark also qualified for Court of the Table in 2009.    He spent 4 years as Chair of Student and Graduate Studies on the board of The Society of Financial Services Professional St. Louis chapter.

     Mark lives in South County with his lovely bride of 32 years, Dianna.  His daughter Megan and her husband live nearby and Mark is thrilled that Megan is his assistant

 Mark can be reached at mark@advisorstl.com or feel free to call him at 314-256-0252. 

Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck.