What are 3 words people use to describe you?
Helpful. Patient. Kind.
What are you most grateful for?
My partnerships – home and office.
What gets you excited about life?
Feeling strong and healthy and looking forward to the future.
What is the best advice you have ever been given?
Work hard and smart, the rest will follow.
How do you define success?
Happiness and fulfillment.
What life lesson did you learn the hard way?
Be responsible for all that you do; you dig the hole, you find a way out.
What does Your Life Integrated mean to you?
It’s the bigger picture. It’s your money, your life; let us help you.
Mark Hayek, who joined Integrated Wealth Management in August 2009, serves as Vice President and Senior Financial Advisor. Mark is dedicated to helping clients take charge of the financial issues that may arise as a result of major life events by customizing investment strategies to pursue each client’s unique needs. Mark focuses on retirement planning and has a strong body of knowledge in the area of wealth preservation strategies through estate planning and trusts. He has worked with large estates in divisions and complex lifestyle planning. Mark has worked in partnership with Reesa Manning since 1998, specializing in retirement and income planning with expertise in creating lifetime income for their clients in retirement.
Mark began his career in the financial services industry in 1987. Prior to his tenure at Integrated Wealth Management, Mark worked with individual investors at UBS Financial Services Inc. as Vice President-Investments and Retirement Planning Consultant. Prior to UBS, he worked with high net worth entertainment clients and their advisors on behalf of Kemper Securities. Mark is past president and current member of the Desert Estate Planning Council and holds the Certified Senior Advisor designation.