Mark is an Air Force veteran who takes a definitively proactive approach to financial services. His commitment is to identify the most cost effective investment and planning strategies for each client. To accomplish this, Mark is both a student of the changing industry as well as someone who is constantly in touch with his clients’ changing goals and needs. It is through building strong relationships based on trust and professionalism that the best solutions can be identified and implemented for clients.
Along with his duties at Partners Square, Mark is a co-founder and managing partner of Nabell Winslow Investments. Mark acts as a mentor and trainer to other advisors with his specific expertise in retirement income planning and advanced planning strategies. For more than 20 years, Mark has been serving clients in the financial services industry at banks and institutions. Mark has years of executive experience at a national award winning broker-dealer. His extensive experience includes coordinating and implementing insurance, trust, brokerage, financial planning, and wealth management programs into streamlined, deliverable processes. He received a Bachelor’s degree in Industrial Engineering from Georgia Institute of Technology. Mark holds the Series 7, 24, 53, 63, 65 securities registrations and has Life, Accident and Health insurance licenses, as well as the Retirement Income Certified Professional (RICP®) designation.
A competitive swimmer in college, Mark is active today with surfing, hunting and fishing and is a member of Christ Community Church. Mark has been married to Cheryl Sims Nabell for over 30 years and they have three children, Grant, Rett, and Claire.
Education
Geogia Institute of Technology
Bachelor's of Science in Industrial Engineering 1979-1984
Accolades
Retirement Income Certified Professional (RICP®)
The American College of Financial Services
Air Force Veteran
Captain 1984-1988
Memberships and Boards
New Hanover County Zoning Board of Adjustment
Member