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Mark Lofgren | Senior Associate, Wealth Strategy

Mark Lofgren

Mark has been in the in the financial services industry for 27 years. Before joining Hightower in 2011, he worked at Merrill Lynch for 19 years in administrative and trading capacities. Prior to Merrill Lynch he was an insurance agent at The Equitable for 3 years. His current responsibilities at Hightower Naples include preparing client portfolio performance review reports and supporting our WealthCompendium website.

He holds Series 7, 63, and 65 securities licenses as well as his insurance license.

Mark moved from St. Louis to Naples in 1977. He is a graduate of the U.S. Military Academy and served five years as an officer in the Field Artillery branch of the U.S. Army.

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