A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Mark P. Worley

Senior Vice President–Wealth Management

Focused on Investment Strategy

Asset allocation is a proven strategy.

In today's markets, however, the trend to putting clients into impersonal investment models may not be the best for your specific goals. Opportunities may occur that allow tactical adjustments to avoid certain risks or weight a portfolio toward longer term trends. What is appropriate for each client requires both skill and listening to the clients concerns.

In order to implement our tactical allocations, Mark has earned the title of Portfolio Manager under the UBS Portfolio Management Program (PMP). The PMP program distinguishes the Western Reserve Financial Group from other advisors as UBS has authorized us to act as discretionary managers (for clients that authorize this management format). This designation requires special training, industry experience and experience in the wealth management of affluent individuals.

Personal & Community

  • Old Trail School - Annual Fund Chair (2007/2008)
  • Father of two children; Grant and Grace
  • Humane Society of Greater Akron - Board of Trustees (2005/2006)
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • ME
  • MI
  • MN
  • NC
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI
  • WV

Education

  • B.B.A. Finance, University of Oklahoma
  • M.B.A., The Pennsylvania State University
  • College for Financial Planning

Credentials

  • Senior Portfolio Manager
  • Chartered Retirement Planning Counselor
  • Accredited Asset Management Specialist
4801 Gaillardia Parkway
Suite 100
Oklahoma City, OK 73142
  • (216) 292-1212

Email Me

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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