Private Wealth Management

Mark Trimble

Vice President

Direct: (501) 377-2118

Philosophy & Approach

As a trusted consultant for more than 40 years, Mark brings a disciplined and tailored approach to wealth management. “A smart portfolio not only takes into consideration tactical wealth management planning, but also the behavioral preferences of clients. What is appropriate for one client is not for another. I work with my clients to get a clear understanding of their risk tolerances and time horizons so that I represent them well and can manage their portfolios accordingly,” states Mark.

Mark is supported by Teresa Garrison, a registered sales assistant with over 25 years of administrative experience.

Experience & Education

Mark began his investment career with Stephens in 1977. In 2007, he completed Stephens University, an advanced wealth management program at Wake Forest University. Mark attended Vanderbilt University in Nashville.

Personal

Mark is a member of Club 99 of The Rotary Club of Little Rock. He and his wife, Lisa, have four grown children and four grandchildren.  

In his free time, Mark enjoys hanging out with his grandchildren. He also enjoys Razorback sports, watching college and NFL football, duck hunting, and fishing.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

For Retail Investors: Form CRS

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