Being Financial Advisors is all about building relationships with clients. By learning more about you and your needs, we are able to offer more personalized advice and service. Please read below to learn more about us.
Mark B. Severs, CFP®
Senior Vice President – Wealth Management
Senior Investment Management Consultant
Mark focuses on financial planning by helping clients identify, articulate and prioritize their financial goals. Mark is a CERTIFIED FINANCIAL PLANNER™, and has been advising individuals and families at Morgan Stanley Smith Barney and predecessor firms since 1992. He was a practicing attorney at law for 15 years prior to joining Morgan Stanley Smith Barney.
John T. Souther, CFA®
Financial Advisor
John focuses on investment policy, asset allocation, quantitative analysis, investment manager research and analysis, and managing concentrated stock positions, including control and restricted securities. John holds the Chartered Financial Analyst® designation, and has been advising investors since 1998.
Mairi A. Brayton
Client Service Associate
Mairi is the first point of contact for clients. She coordinates day to day operations for the team, and is responsible for all administrative activities. Mairi attended the University of Maine, has worked in financial administration since 1998, and joined Morgan Stanley Smith Barney in 2003.
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.
