Mark Morlock, CPFA
As the CEO of Morlock and Company, LLC, Mark is committed to helping his clients build, preserve and manage their wealth. For over 25 years, he has demonstrated a passion for the industry itself and for building long-term relationships with his clients.
Mark’s education in financial management began with his education at SUNY at Buffalo with a degree in Economics with a concentration in Finance. He holds a series 7, 63 and 65 through LPL Financial and is licensed in over 10 states. Mark believes continuous education is extremely important as is proven by his pursuit of the various opportunities available through LPL Financial.
While not in the office, Mark most enjoys preparing a meal for his family and the warmth of the conversation around the table. When the weather is favorable (YES, that does happen in Buffalo, NY), you may find him on the golf course or on the patio with his friends. As a native, Mark is a fan of both the Buffalo Sabres and the Buffalo Bills.