Mark Smiley in

Mark Smiley

Go-getter · DISC type d
Owner/President at Managed Wealth Strategies, LLC
📍 Greater Boston, United States

Mark is the President of Managed Wealth Strategies, LLC, an insurance and financial services firm in Massachusetts. He specializes in wealth building, protection planning, and key executive benefits for business owners and executives, utilizing a strategic financial engineering process.

An active alumnus of the College of the Holy Cross, Mark has previously served as the President of the Holy Cross Club of Worcester. This demonstrates a strong and continued commitment to his alma mater and the local community.

His firm operates under the motto: "Building Wealth and Confidence, One Generation at a Time. "

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Experience
14 Years
Current Role
Owner/President
Location
Greater Boston, United States
Personality Overview

How Mark shows up

Self-Confident
Fast-Paced
Direct & Candid

They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Priorities

Topics Mark cares about

Wealth Protection
A core focus of his practice is providing wealth building and protection planning strategies for both business executives and individuals.
Executive Benefits
His company specializes in creating and managing key executive benefit plans for business owners and their top employees.
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Career

Work history

1-2011
Owner/President
Managed Wealth Strategies, LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1983 - 1987
Education details unavailable
College of the Holy Cross
1979 - 1983
Education details unavailable
Chelmsford High School
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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