Mark A. Wesson
Gründer bei EverSource Wealth Advisors LLC
Profil
Mr. Mark A.
Wesson is a Chief Executive Officer at EverSource Wealth Advisors LLC, at BMSS Wesson Wealth Solutions LLC and an Advisor at Sovereign's Capital Management LLC.
He is on the Board of Directors at EverSource Wealth Advisors LLC.
His career of 30+ years has been dedicated to consulting with wealthy individuals, families, and owners of privately-held businesses on a variety of business, financial, values-based, gifting, and investment topics.
Most recently, he created the Wealth Services Division of Cadence Bank as EVP Wealth Services with full responsibility for the private banking, trust, brokerage, and RIA lines of business with $6.2B in loans, deposits, and assets under management.
Prior to this, he held the titles of SVP and regional managing director of Private Banking at Wells Fargo Bank, SVP and regional managing director of Wealth Management for Wachovia Bank, and director of Wealth Management for SouthTrust Bank.
Aktive Positionen von Mark A. Wesson
| Unternehmen | Position | Beginn |
|---|---|---|
EverSource Wealth Advisors LLC
 EverSource Wealth Advisors LLC Investment ManagersFinance EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms. | Gründer | 18.01.2017 |
BMSS Wesson Wealth Solutions LLC
 BMSS Wesson Wealth Solutions LLC Investment ManagersFinance BMSS Wesson Wealth Solutions LLC is a registered investment advisor based in Birmingham, AL. The private company aligns values with the big picture perspective, brings clarity to decision making, and chooses the right path for their clients. The company offers expertise and education to help their clients make intentional decisions and achieve intentional results. Mark A. Wesson has been the CEO of the company since 2015. | Vorstandsvorsitzender | 01.11.2015 |
Ehemalige bekannte Positionen von Mark A. Wesson
| Unternehmen | Position | Ende |
|---|---|---|
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Private Equity Investor | 01.12.2008 |
SouthTrust Bank
 SouthTrust Bank Major BanksFinance SouthTrust Bank operates as a security broker, dealers, and flotation company. It also offers car financing and loan services. The company is headquartered in Tampa, FL. | Corporate Officer/Principal | 01.09.2004 |
Highland Capital Holding Corp.
 Highland Capital Holding Corp. Investment ManagersFinance Highland Capital Holding Corp provides financial and insurance services. It offers executive compensation, business succession, estate planning, employee benefits, retirement planning and asset management services. The firm serves institutional and retail life insurance markets. The company was founded in 1997 and is headquartered Birmingham, AL. | Private Equity Investor | 01.04.2003 |
American Red Cross, Inc.
 American Red Cross, Inc. Services to the Health IndustryHealth Services American Red Cross, Inc. provides individual and family social services. It is a humanitarian organization led by volunteers and guided by its Congressional Charter and the Fundamental Principles of the International Red Cross Movement, will provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies. The company was founded in 1881 and is headquartered in Kansas City, MO. | Direktor/Vorstandsmitglied | - |
Cadence Bank, NA (Atlanta, Georgia)
 Cadence Bank, NA (Atlanta, Georgia) Major BanksFinance Part of Cadence Bancorporation, Cadence Bank, NA is a financial institution based in Atlanta, GA. Samuel M. Tortorici has been the CEO of the company since 2011. The company provides a range of financial services including banking, insurance, trust, mortgage, and investment. | Corporate Officer/Principal | - |
Ausbildung von Mark A. Wesson
| The University of Alabama | Undergraduate Degree |
| Spring Hill College | Undergraduate Degree |
| The University of Alabama at Birmingham | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
Highland Capital Holding Corp.
Highland Capital Holding Corp. Investment ManagersFinance Highland Capital Holding Corp provides financial and insurance services. It offers executive compensation, business succession, estate planning, employee benefits, retirement planning and asset management services. The firm serves institutional and retail life insurance markets. The company was founded in 1997 and is headquartered Birmingham, AL. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
SouthTrust Bank
SouthTrust Bank Major BanksFinance SouthTrust Bank operates as a security broker, dealers, and flotation company. It also offers car financing and loan services. The company is headquartered in Tampa, FL. | Finance |
Cadence Bank, NA (Atlanta, Georgia)
Cadence Bank, NA (Atlanta, Georgia) Major BanksFinance Part of Cadence Bancorporation, Cadence Bank, NA is a financial institution based in Atlanta, GA. Samuel M. Tortorici has been the CEO of the company since 2011. The company provides a range of financial services including banking, insurance, trust, mortgage, and investment. | Finance |
American Red Cross, Inc.
American Red Cross, Inc. Services to the Health IndustryHealth Services American Red Cross, Inc. provides individual and family social services. It is a humanitarian organization led by volunteers and guided by its Congressional Charter and the Fundamental Principles of the International Red Cross Movement, will provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies. The company was founded in 1881 and is headquartered in Kansas City, MO. | Health Services |
BMSS Wesson Wealth Solutions LLC
BMSS Wesson Wealth Solutions LLC Investment ManagersFinance BMSS Wesson Wealth Solutions LLC is a registered investment advisor based in Birmingham, AL. The private company aligns values with the big picture perspective, brings clarity to decision making, and chooses the right path for their clients. The company offers expertise and education to help their clients make intentional decisions and achieve intentional results. Mark A. Wesson has been the CEO of the company since 2015. | Finance |
EverSource Wealth Advisors LLC
EverSource Wealth Advisors LLC Investment ManagersFinance EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms. | Finance |