Mark Stinson

CPA, CFP®, MBA
Managing Director, Wealth Advisor

Meet Mark

Mark Stinson is a Managing Director, Wealth Advisor based in Columbia, Maryland with 22 years of experience in the field.

Mark’s area of focus reflects his own experience – he works with executives, engineers, and technical professionals in transition. These transitions include retirement, mid-life career change, and widowhood.

Mark recognizes that spreadsheets are only part of financial planning and investment management. He enjoys collaborating with clients on goals and complex issues to help them understand their financial life. He provides customized guidance from an experienced, knowledgeable viewpoint that always has the clients’ best interests at the forefront. He brings in the proper professionals and strategies to ensure actions are completed and future needs are anticipated.

Mark is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant (CPA). He received his BBA in accounting and finance from James Madison University and his MBA from Loyola University, Maryland.

In addition to his financial planning background, Mark has 20 years of experience in corporate accounting and management. Mark’s corporate experience involved working with engineers, mathematicians, and scientists with high-tech companies in the Baltimore-Washington area.

Outside of work, Mark enjoys biking, reading, and spending time with his four sons and granddaughter.

 

Twenty years from now you will be more disappointed by the things that you didn't do than by the ones you did do.
Mark Twain

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 22 years financial industry experience
  • 1 year with Carson Wealth
Education
  • BBA James Madison University
  • MBA Loyola University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CPA
  • CFP®
  • MBA
Professional Memberships
  • Financial Planning Association
  • MACPA - Maryland Association of CPAs
  • Howard County Estate Planning Association
Twenty years from now you will be more disappointed by the things that you didn't do than by the ones you did do.
Mark Twain

Carson Wealth

10211 Wincopin Circle Suite 220
Columbia, MD 21044
(410) 715-9200

Areas of Focus

  • Pointer Image Charitable Giving
  • Pointer Image Private Client
  • Pointer Image Widowed