Mark T. Musso
Managing Principal
Sr. PIM® Portfolio Manager

I have been serving clients in the financial services industry since 2001. I began my career with Merrill Lynch in 2000 as a Financial Advisor and joined Wells Fargo Advisors in 2006. I earned a bachelor’s degree from University of Louisiana at Lafayette and currently hold FINRA Series 7, 66, 9, and 10 registrations.

I have been recognized as part of the Wells Fargo Advisors Financial Network Platinum Council at the Sapphire level in 2026. Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Next 50, Emerald – Next 100, and Sapphire – Next 135 as well as the 2023 Platinum Council Sapphire Level. This designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%.  In 2021 and 2022, I was named to the Director’s Council Premier Advisor. 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.  Each level of premier advisor is based on gross revenue as of December 31, 2021.  All levels must complete the same requirements otherwise.  Levels are defined by: Chairmans council- Top 2%, presidents Council – next 8%, Directors Council- next 10%, Executive Council next 15% and positive net asset flows.  

I have extensive experience working with business owners, corporate executives, retirees, high-net-worth individuals, and families seeking to build, preserve, and transfer wealth. I am actively involved in my community and proudly support Catholic High School of New Iberia and Community Foundation of Acadiana. I reside in New Iberia with my wife, Susan, and our three daughters.

My investment philosophy centers on identifying opportunities while carefully managing risk. I am committed to helping clients achieve their short- and long-term financial goals by providing objective advice, personalized strategies, and guidance through changing market conditions. Above all, I am dedicated to building lasting relationships and helping clients create, preserve, and enjoy their wealth for generations to come.

As a Financial Advisor with Wells Fargo Financial Network, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of resources - including Wells Fargo Investment Institute research analysts and economic and market strategists - I can help you make informed investment decisions based on your specific needs.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.