J. Mark Nickell (CFA, CPA/PFS)
J. Mark Nickell focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Women's Financial Planning Issues
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Women's Financial Planning Issues
Planning Specialties
J. Mark Nickell has more than two decades of experience counseling people in the areas of financial, estate and investment planning. He graduated with honors from the University of Tennessee in Knoxville with a B.S. in Accounting in 1979. Before starting his own firm in 1994, Mark worked with two of the world's largest accounting and business advisory firms. Mark has held the designation of Chartered Financial Analyst (CFA), the global professional investment credential, since 1996. He has been a Certified Public Accountant since 1983, and has been awarded the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants.
NAPFA Start Date
February 20, 1995
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.