Dear Clients & Friends,
Since establishing our independence last summer, we have been fortunate to experience incredible growth in both our client base (thank you for your referrals!) and business capabilities. To enhance our services to you, we have invested heavily in technology and have now found the need to expand our advisory team to support these investments. To that end, we are excited to welcome Mark Zywiol, CFP® as a Private Wealth Advisor.
Many of you may remember Mark from when he worked with us from 2015 to 2019. Since then, he has worked in an advisory capacity at Fidelity and Charles Schwab. Impressively, he has earned his CFP® designation – adding great depth and planning experience to our advisory team.
Rest assured; we are not going anywhere. Mark’s addition to Stonebrook Private allows us to focus more deeply on serving you and enhancing your experience with our team. By investing in both technology and personnel, we know this will allow us to have deeper conversations about your financial needs. As we integrate Mark into our process, you can expect a unified client experience, firm philosophy, and investment management approach.
You can learn more about Mark and his background below.
Mark’s journey in the world of finance began in his hometown of Northville, Michigan, where he laid the groundwork for his career at Northville High School. He continued his education at Walsh College, honing his expertise in finance and preparing for the opportunities ahead.
His professional trajectory has been marked by a commitment to continuous growth. He embarked on his financial career under Todd’s mentorship at the predecessor firm of Stonebrook Private, where he cultivated his skills and passion for the industry. Before joining Stonebrook Private, Mark was a Financial Consultant at Charles Schwab and Fidelity. While there, Mark was responsible for leading client relationships and constructing custom financial plans.
Driven by a desire to return to his roots, Mark joined the Stonebrook Private team in 2024. As a Private Wealth Advisor, he is dedicated to providing comprehensive financial guidance and planning strategies tailored to his client’s unique needs and goals. Mark has earned the right to call himself a Certified Financial Planner professional (CFP®).
Beyond the realm of finance, Mark finds joy and fulfillment in various pursuits. He spends most free time (Michigan weather permitting) playing golf. Mark enjoys trying new restaurants with his girlfriend as well. Livonia has served as his home base since 2019.
Mark Zywiol, CFP®
Private Wealth Advisor
Please help us in welcoming Mark to your Stonebrook Private team!
