Mark McEvily

Chief Investment Officer & Managing Partner at Jessup Wealth Management Inc - Oakwood, OH, US

Mark McEvily's Colleagues at Jessup Wealth Management Inc
Matthew Jessup

Chief Executive Officer & Managing Partner

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Aaron Cramer

Wealth Advisor

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Taylor Ledbetter

Financial Planning Intern

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Jenna Rittenhouse

Receptionist

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Nicholas Whitaker

Director of Research

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Kellie Endres

Executive Assistant To CEO & CIO

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Megan Coleman

Client Service Associate

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937-938-9105
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Jessup Wealth Management Inc
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Jessup Wealth Management Inc logo, Jessup Wealth Management Inc contact details

Jessup Wealth Management Inc

Oakwood, OH, US • 20 - 49 Employees
Financial Services

Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States. Jessup's mission is to grow our client's net worth through detailed planning, insightful strategies, timely execution and active portfolio management. The cornerstone of our philosophy is that there are 3 major segments in your life that your plan should take into consideration: Family, Finance and Future. Any plan we conceive with you will address these key issues because balance is a key component to any successful plan.Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Jessup Wealth Management, 35 Park Avenue, Dayton, OH 45419. (937)938-9105 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Wealth Management Retirement Planning Estate Planning Proactive Portfolio Management Executive Benefit Plans Stock Options Pension Analysis Life Insurance Analysis Financial Services Financial Advisory Services
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Mark McEvily currently works for Jessup Wealth Management Inc.
Mark McEvily's role at Jessup Wealth Management Inc is Chief Investment Officer & Managing Partner.
Mark McEvily's email address is ***@jessupwealthmanagement.com. To view Mark McEvily's full email address, please signup to ConnectPlex.
Mark McEvily works in the Financial Services industry.
Mark McEvily's colleagues at Jessup Wealth Management Inc are Matthew Jessup, Aaron Cramer, Taylor Ledbetter, Jenna Rittenhouse, Nicholas Whitaker, Kellie Endres, Megan Coleman and others.
Mark McEvily's phone number is 937-938-9105
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