Mark Warren was the President and Investment Advisor Representative of Highland Park Wealth Management, LLC. Both a longtime financial advisor and attorney, Mark offers a seasoned perspective for thoughtful investment strategies and retirement, estate and tax planning for each client.
Prior to establishing Highland Park Wealth Management, LLC in 2011 in Dallas, Mark had more than 15 years of experience as a Registered Representative (and Registered Principal) with a major national broker-dealer. He also has many years of experience as an estate planning attorney, having initially practiced under the tutelage of attorneys that were former professors at SMU.
With his dual roles as financial advisor and attorney, Mark is uniquely suited to provide informed counsel for investment management, estate planning and asset protection. He continues to provide these services in Santa Fe, NM, having relocated there in 2017 to enjoy the many wonderful outdoor and cultural activities it has to offer.