Mark MussoSenior Financial Advisor
PIM Portfolio Manager
I have been involved in the securities industry since January, 2001. I began my career in the securities industry when I joined Merrill Lynch in 2000 as a Financial Advisor. In July of 2006, I joined Wells Fargo Advisors, formerly Wachovia Securities.
I hold a Bachelor's Degree from the University of Louisiana at Lafayette and numerous registrations, including General Securities, Uniform State Securities and Investment Advisor Representative. I earned the Premier Advisors distinction in 2014, 2015, 2016, 2017, and 2018. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients. I am experienced in working with business owners and their employees, top level management, avid savers, high net worth individuals, retirees and many other levels of investors. I am actively involved in the community and a strong supporter of Catholic High School of New Iberia and Community Foundation of Acadiana. I reside in New Iberia with my wife Susan, and my three daughters.
My philosophy is based on the process of capturing opportunity while managing risk. It is my mission to skillfully guide my clients to meet their near and long term objectives by navigating them through ever changing markets. I provide objective financial advice and guidance with the highest level of professional service. I am dedicated to building and preserving wealth for our clients, as well as developing and maintaining lasting relationships.