
Meet Mark
Mark is one of the founding partners of Smith Leonard as well as a former Managing Partner of the firm. He provides comprehensive wealth management services to our clients, including long-term tax planning along with holistic financial and estate planning services. Financial planning services are offered through Mark’s affiliation with Forum Financial Management, LP.
Highlights
- More than 35 years of experience serving both public and privately held companies
- Industries served – manufacturing, distribution, retail, and real estate
- Heavy experience in working with high-net-worth individuals and families
- NC CPA License #18992
- CPA/PFS (Personal Financial Specialist) Designations
- Certified Estate and Trust Specialist (CES)