Speaker Profile

Mark Friese
Speaker Biography
Mark heads the Merrill Lynch Special Needs Group (SNG) based in Washington D.C. Mark’s group has helped clients and their families plan for their financial futures since he joined Merrill Lynch in 1987. SNG’s focus is to help families navigate the complex world that households with special needs members live in. SNG’s approach is collaborative and client focused. SNG concentrates on the family’s unique priorities and then helps to build a team that matches that vision. SNG solutions incorporate multi-generational planning as well as collaboration with Special Needs Attorneys and CPAs and health care workers. SNG are advocates, we have testified in front the U.S. Senate to get new laws passed to help empower special needs citizens. The SNG group is constantly educating the community about productive and valuable changes and programs that can make the lives of special needs persons easier and more fulfilling.