Mark A. Filardi
Early in my career as an accountant, an interest and fascination with the financial markets guided me in the direction of wealth management. In 1987, I became a financial advisor at Merrill Lynch and built my practice by helping clients grow and protect their wealth. I met Brad Vineyard⏤ who was working as another financial advisor in the office⏤ and valued his personal, risk-managed investment approach. In 2000, we began working together at Merrill Lynch to provide comprehensive financial advice to high net worth families, family offices, individuals and corporations. Today, as a multigenerational team of six professionals, our goal is to offer clients structured investment portfolios that can adjust, re-allocate and continue to grow and preserve assets when circumstances and goals change.
I've been a resident of Dallas for over 35 years and enjoy staying physically active riding my bicycle, swimming and lifting weights. I also enjoy playing guitar, shooting pool and riding my motorcycles in my free time.
CA Insurance License Number: 0E42892. Resident State TX.
As a Partner of Astra Wealth Management Group, Mark puts the interest of clients first and works to streamline the complexities of managing significant wealth. He focuses on global U.S. and non-U.S. equity strategies for high net worth families, family offices, individuals and institutions. His investment guidance and recommendations may include fixed income with a range of tax-exempt and taxable bond strategies and trust & estate planning strategies. With the team's access to a wide range of financial tools and strategies, Mark's financial advice also includes addressing clients' cash flow and liquidity planning needs.
- Wells Fargo Advisors
- Merrill Lynch
- The Golub Corporation, Accountant
Education & Professional Achievements
- State University of New York (SUNY), Canton, AAS in Accounting
- State University of New York (SUNY), New Paltz, Bachelor of Science, Finance, Minor in Economics
Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable investment programs to you.