Mark J. Phillips

Mark is an Investment Advisory Representative with Lewis Asset Management, where he helps monitor client accounts, assess client needs, and provide fast and efficient customer service. He has been in the financial services industry for 17 years and always had an interest in finance. He’s always been fascinated by the industry and his grandfather loved the stock market, which inspired him to pursue a career as an advisor. Today, he enjoys his role because he can help clients achieve their goals and build a plan for retirement. He enjoys knowing that he can help make a difference in their life. He specializes in financial and retirement planning and clients know him for his knowledge, attention to detail, and quick turnaround time. He’s always just a phone call or email away and enjoys building long-term relationships with his clients.

Mark currently lives near Scranton, PA with his wife and daughter. Outside of the office, he enjoys saltwater aquariums, listening to music, and spending time with family. He is also passionate about always educating both himself and his clients and setting a good, hardworking example for his daughter.