Mark Manly serves as a financial advisor in the Fredonia, New York office of HBKS® Wealth Advisors (HBKS®). In addition to providing support for the principals in the Fredonia office, he provides personal financial planning, protection planning, retirement income planning strategies, education funding, and wealth preservation strategies for his clients.
His career in financial services began in 2007 at A. G. Edwards which merged with Wachovia Securities the following year. In 2009, Wachovia was acquired by Wells Fargo advisors. Mark then joined Cadaret, Grant & Co. in 2011 where he was a financial advisor and later served as the General Securities Principal at the ClearPlan Financial Inc. branch.
Mark earned his Bachelor of Arts in Sociology and Education from the State University of New York at Geneseo and his Masters in Business Administration from Saint Bonaventure University.