About Us

Mark Neely, CFP®, ChFC, CLU, MBA

Executive Vice President - Rocky Mountain Branch, President - West Region
Phone: (720) 946-4326
Fax: (303) 346-1011

Mark began his career with Equitable in July 1988, producing at NLC his first year. Mark was the youngest Hall of Fame member when he achieved the distinction in 1998. Mark served as president of Equitable Advisors Branch Managers “Old Guard” in 2005. Mark was named in the top 100 Branch Managers of the Year Nationwide by On Wall Street magazine in 2007. He is now the Executive Vice President of the Rocky Mountain Branch and President of the West Region.

Mark specializes in Estate and Retirement Planning and uses strategies and techniques for high net worth families. Mark is often called upon for his expertise by local and national leaders of the company, community and clients for consultation, training, and speaking engagements. As a Colorado Native, Mark enjoys golf, fishing at his ranch, and skiing with his wife Carolyn and their three children Mark Jr., Madalyn, and Andrea.

 Vision:

“Our goal is to provide individuals, business owners and corporations with insurance, investment and asset preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well–conceived plan designed to help you achieve optimum performance and exceptional value.”

 Education:


  • Biola University, La Mirada, CA – BS in Business Administration
  • Colorado State University, Fort Collins, CO—Master of Business Administration



 Accreditations and Professional Designations:



  • CERTIFIED FINANCIAL PLANNER™ professional
  • Investment Advisory Representative, FINRA Series 65
  • Registered Representative, FINRA Series 7, 63
  • Registered Principal, FINRA Series 24, 53
  • Financial Consultant of Equitable Advisors
  • Equitable Advisors titles of Advance Estate Planner and Executive Benefits Specialist



 


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


The named individual offers securities and Investment advisory services through Equitable Advisors


(NY, NY 212 314-4600), member FINRA, SIPC. Annuity and insurance products offered through Equitable Network, LLC and its subsidiaries. Equitable Advisors and Equitable Network , LLC are not tax or legal advisors. Please consult your tax or legal advisors regarding your particular circumstances.


 

California Insurance License #: 0C03746

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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