Mark Rose

Helping you live your dreams now and in the future.

As Vice President, Private Banking, Mark develops long-term, meaningful relationships with those he serves. Taking a holistic view of your personal finances, Mark makes sure that your money is working as hard for you as you work for it. Holding himself to a high standard of accountability, he acts with a sense of urgency and provides detailed solutions to help you achieve your financial goals. Mark goes above and beyond to truly understand your passions, aligning himself with you and your family members to be your “go to person” and trusted advisor. Many clients even view him as an extension of their own family. Through a disciplined and strategic approach, Mark coordinates services and builds a team of specialists to focus on the unique needs of you and your family. He helps his team create a financial plan based on where you are today and where you want to be in the future, identifying gaps and suggesting solutions to fill those gaps. This is not a “set and forget” strategy, but a fluid plan that is monitored and reviewed with you on a regular basis. 

Experience

• Joined Johnson Financial Group in 2014
• More than 25 years of experience in financial services
• Strong background in Private Wealth Management and Private Banking
• Special training as Certified Wealth Strategist®

Banking products offered by Johnson Bank, a Johnson Financial Group Company. Equal Housing Lender, Member FDIC.