What are 3 words people use to describe you?
Charismatic. Leader. Giving.
What are you most grateful for?
My family and my three sons and daughter.
What is the best advice you have ever been given?
Happy people focus on what they have, miserable people focus on what they don't.
What gets you excited about life?
Being able to see others progress and do well.
How do you define success?
If I am happy and if I can have a positive impact on someone else's happiness.
What is your proudest achievement?
Having 3 boys that respect themselves and others.
What life lesson did you learn the hard way?
When you feel wronged and mistreated, you must find a way to forgive and show character because it's the right thing to do. Forgiveness is happiness.
What was the best book you’ve read and why?
“7 Habits of Highly Effective People” by Stephen Covey; it helps you to see things you can influence and things you can't.
What does Your Life Integrated mean to you?
Bringing everything together so that you can truly help people take a holistic approach to the decisions that they make. Helping clients, not only see the results of their decisions, but also understand why they made them in the first place.
Mark Thatcher joined Integrated Wealth Management in April 2014. As Senior Vice President and Financial Advisor, Mark specializes in wealth management, retirement and estate planning and is a Chartered Retirement Planning Counselor. His practice focuses on asset management and financial planning for high net worth individuals, families, and intuitions. He is a part of the Cypress Group at Integrated Wealth Management.
Mark has over fifteen years of financial services experience, and was most recently Senior Vice President and Financial Advisor with the Cypress Group at Morgan Stanley. Prior to his six year tenure at Morgan Stanley, Mark was a Senior Vice President at Merrill Lynch for eight years and was a member of the President’s and Chairman’s Club. Before Mark joined Merrill Lynch, he was the acting president of an import/export company in Japan where his responsibilities included managing exchange rate ramifications. Mark received his Bachelors of Science degree in Finance and Economics. He is fluent in Japanese, is an avid skier and enjoys basketball and motor-cross. Mark also loves American history. He is married and has three boys and a girl.