Mark W. Elliott

Mark W. Elliott

Managing Partner & Financial Advisor

Mark began working for investment firm, A.G. Edwards & Sons, in Princeton, NJ in 1997 and excelled quickly to become a registered investment advisor in 1998. With a sharp mind for investments and a natural gift for creating strong ties with people, Mark helped clients pursue creative strategies for addressing their financial goals. When the firm was purchased by a bank in 2007, he decided to part ways and created an independent firm of his own in Moorestown, NJ and later Princeton, NJ.

Mark holds both Series 7, 24 and 63 securities registrations, along with several insurance licenses. In addition to serving his clients, Mark also acts as Managing Partner and also organizer for Elliott & Elliott Financial sponsored art exhibitions for local artists. Outside the office, he enjoys spending time with his wife, Ewa, and kids, Katie, Lizzie & Jan. He also enjoys reading, making art, traveling to Poland to visit family, participating in the local mixed gender masonic lodge, and cheering on Yankees baseball and English Premier football.