Meet Mark
Mark is one of the founding partners of Smith Leonard as well as a former Managing Partner of the firm. As a CFP® as well as a CPA, he provides comprehensive wealth management services to our clients, including long-term tax planning along with holistic financial and estate planning services. Investment management services are offered through Mark’s affiliation with Forum Financial Management, LP
Highlights
- More than 35 years of experience serving high-net-worth individuals and families.
- Specializing in working with business owners, including long-term tax planning, planning for business transactions (sales, mergers), and retirement and estate planning.
- CPA/PFS (Personal Financial Specialist) Designations
- Certified Financial Planner ®
- Certified Estate and Trust Specialist (CES)
- NC CPA License #18992