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Consulting Group
46 Centerra Parkway
Evergreen Center Suite 101
Lebanon, NH 03766
Evergreen Center Suite 101
Lebanon, NH 03766
tel: 603-643-4520
toll free: 800-732-9986
fax: 603-643-5419
toll free: 800-732-9986
fax: 603-643-5419
l - r: Mairi A. Brayton, John T. Souther, CFA® ,
Mark B. Severs, CFP®
Mark B. Severs, CFP®
Group Details
Mark B. Severs, CFP®
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Senior Investment Management Consultant
tel: 603-643-4520
toll free: 800-732-9986
fax: 603-643-5419
Professional Details
- 1992 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Hanover/Lebanon, NH - 1982 - 1992: Severs & Severs
Attorney at Law
Fort Lauderdale, FL - 1978 - 1982: Byrd & Severs
Attorney at Law
Fort Lauderdale, FL - Bachelors, 1969
Kalamazoo College
Kalamazoo, MI - Master of Arts, 1974
The University of Rochester
Rochester, NY - Juris Doctor, 1976
The University of Florida
Gainesville, FL - CERTIFIED FINANCIAL PLANNER™,1998
- The Financial Planning Association
Denver, CO - Florida, New Hampshire & Vermont Bar Associations
Member (Inactive) - Association of Professional Investment Consultants
Mark B. Severs, CFP® is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA
John T. Souther, CFA®
Financial Advisor
tel: 603-643-4520
toll free: 800-732-9986
fax: 603-643-5419
Professional Details
-
2005 - present: Morgan Stanley Smith Barney*
Financial Advisor
Hanover / Lebanon, NH - 2002 - 2005: Morgan Stanley
Financial Advisor
West Lebanon, NH - 2000 - 2002: Equal Wealth Inc
Private Equity Research
Waltham, MA - 1998 - 2000: Loomis Sayles & Co.
Economics Research
Boston, MA - B.A. - Economics, 1998
College of the Holy Cross - Chartered Financial Analyst Designation, 2002
CFA Institute
Charlottesville, VA - Association of Professional Investment Consultants
- CFA Institute
- Boston Security Analysts Society
- Friends of Norris Cotton Cancer Center
Board Member & Chair
John T. Souther, CFA® is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA
Mairi A. Brayton
Client Service Associate
tel: 603-643-4520
fax: 603-643-5419
Professional Details
- 2003 - present: Morgan Stanley Smith Barney*
- Financial Services Experience Since 1998
- Active in Local Community
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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