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St. Louis

Mark Winland

CFP®

Senior Wealth Advisor

190 Carondelet Plaza, Suite 600
St. Louis, MO 63105

Mark Winland

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Mark Winland

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Mark

Mark views his job as a way to advocate for his clients and their families, to worry about the path to their financial goals so that they don’t have to, and to help offload the concerns that keep them up at night.

Education and Professional Milestones

- Arizona State University in Tempe – bachelor’s degree
- Served as a military intelligence analyst/Czechoslovakian linguist for the U.S. Army
- Has also held roles as a consultant with Moneta Group and Price Waterhouse


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