Mary Frances Ewing, CFP
Managing Director - Investments, PIM Portfolio Manager
About
Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
Meet Our Team
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Mary Frances Ewing
Managing Director - Investments
PIM Portfolio Manager
Mark Morales
First VP - Investment Officer
Marks Morales’s Background and Credentials
Financial Advisor Mark Morales assists individuals, non-profit and for-profit corporations to build, enjoy, and transition their wealth. He uses the Wells Fargo Advisors' Envision planning process to help clients develop their personal investment and spending strategy, track progress, and adjust portfolios to accomplish financial goals. With institutional clients, Mark works to develop clearly stated investment objectives for their non-profit and for-profit corporations.
In 1996 Mark graduated from the University of Arizona with a Bachelor of Science in Business and Public Administration where accounting was the focus of his study. In 1998 Mark commenced his brokerage career with nationally known Morgan Stanley. In 2005 he chose to further his career at Wells Fargo Advisors’ predecessor firm AG Edwards which became Wells Fargo Advisors in 2009.
Mark is a native Arizonan and spent his childhood in Tucson. He lives in Scottsdale with his wife Dorie, and their 17-year-old son Keaton. Their older son Carter lives and works in Flagstaff AZ. When Mark is not taking care of clients’ portfolios, he has volunteered for multiple non-profit groups including the McDowell Mountain Stewards, Fresh Food Collab, coaching youth soccer teams, U of A Eller College of Business, the U of A Hispanic Alumni Scholarship Committee, the U of A Wildcat Club, and the Phoenix Cancer Support Network. He also enjoys working out, mountain biking, reading, playing soccer, cooking, grilling, aquaponic gardening, concerts, and evenings with friends.
Financial Advisor Mark Morales assists individuals, non-profit and for-profit corporations to build, enjoy, and transition their wealth. He uses the Wells Fargo Advisors' Envision planning process to help clients develop their personal investment and spending strategy, track progress, and adjust portfolios to accomplish financial goals. With institutional clients, Mark works to develop clearly stated investment objectives for their non-profit and for-profit corporations.
In 1996 Mark graduated from the University of Arizona with a Bachelor of Science in Business and Public Administration where accounting was the focus of his study. In 1998 Mark commenced his brokerage career with nationally known Morgan Stanley. In 2005 he chose to further his career at Wells Fargo Advisors’ predecessor firm AG Edwards which became Wells Fargo Advisors in 2009.
Mark is a native Arizonan and spent his childhood in Tucson. He lives in Scottsdale with his wife Dorie, and their 17-year-old son Keaton. Their older son Carter lives and works in Flagstaff AZ. When Mark is not taking care of clients’ portfolios, he has volunteered for multiple non-profit groups including the McDowell Mountain Stewards, Fresh Food Collab, coaching youth soccer teams, U of A Eller College of Business, the U of A Hispanic Alumni Scholarship Committee, the U of A Wildcat Club, and the Phoenix Cancer Support Network. He also enjoys working out, mountain biking, reading, playing soccer, cooking, grilling, aquaponic gardening, concerts, and evenings with friends.
