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portrait of Mark Purdy
FINANCIAL ADVISOR

Mark Purdy

1186 Graves Ave, Suite C, Estes Park, CO 80517opens in a new window
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About Mark

Our team helps coordinate the financial affairs of a select group of families, retirees, business owners and nonprofit organizations around the country. We believe in providing education for clients to help them make the best decisions about their financial strategies. We aim to simplify and clarify clients’ financial lives.

As an Edward Jones financial advisor, I believe it’s important to invest my time understanding what’s important to you and what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies for you and...

Focus Areas

  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2017 to Current

Education

  • Univ of Nebraska at OmahaBachelors

Personal Interests

  • Community Outreach
  • Golfing
  • Mountaineering
  • Rock Climbing
  • Spending Time with Family

Team Members

  • Carissa Dunlap
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(970) 586-9969

Fax

(888) 677-0998

Office Address

1186 Graves Ave
Suite C
Estes Park, CO 80517opens in a new window

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