FRISCO, TEXAS, January 28, 2025 /24-7PressRelease/ -- Mark Heck has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Since 2022, Mr. Heck has held the title of managing partner at Tennyson Advisory Group, where he has been leveraging his extensive experience in financial and retirement planning to provide clients with tailored strategies that align with their personal goals. His commitment to personalizing services ensures that his clients are well-informed and comfortable throughout the planning process. Alongside his client-focused responsibilities, Mr. Heck leads with a hands-on approach, regularly reviewing the markets and his clients' investments, meticulously updating accounts, and taking a proactive approach in the pursuit of new clientele through strategic prospecting and outreach.
Prior to purchasing his current practice from a retiring advisor, Mr. Heck gained experience as a business owner when he started his own practice with LPL Financial as an investment consultant. His tenure there, from 2011 to 2022, was marked by his dedication to independent financial advising, which allowed him to offer more bespoke services to his clients. Before LPL Financial, he served as a financial advisor at AIG Retirement Services, formerly known as Valic, from 2002 to 2011, where he specialized in 401(k) and 403(b) markets and began his career as a stockbroker with Morgan Stanley in 2001.
For his exceptional performance at AIG as a top producer in the region, Mr. Heck received recognition as one of the top 10 financial advisors at the company in 2010. Such an accolade served as a testament to his expertise and set him on a path toward the upper echelons of the corporate world, which he ultimately turned down in pursuit of his own ventures that highlighted clients over corporations. With each decade, Mr. Heck has gained further expertise in retirement planning, financial planning, and investment strategies for retirement accounts, earning him high praise within the industry.
Alongside his expertise, Mr. Heck's ability to help clients reach their personal benchmarks is a source of pride for him, reflecting his dedication to their financial well-being. Coupled with achieving the significant milestone of being ranked among the top 10 financial advisors at AIG, he was announced the winner of the Five Star Wealth Manager Award by Five Star Professionals in 2020--an achievement that was recognized not only on the Five Star Professionals website but also by Texas Monthly Magazine and The Wall Street Journal. Overall, he attributes his achievements to hard work, determination, and the strong relationships he has fostered with his clients and takes great pride in being a trusted individual whom they can rely upon, even outside of managing their accounts.
Laying the groundwork to pursue his professional experience, Mr. Heck earned a Bachelor of Science in economics from Texas AandM University in 2000 and subsequent accreditations and certificates as he progressed in the financial sector, including Series 66, 7, and 6 certifications from the Financial Industry Regulatory Authority, among others. Outside of his professional life, Mr. Heck is passionate about rebuilding old cars and cherishes spending quality time with his family.
Civically, Mr. Heck is on the city of Farmers Branch board, is involved with the Homeowners Association in Plano, Texas, and previously served on the president's advisory council at AIG. Looking forward, he has set ambitious goals for himself and his business; by the age of 50, he aims to reach the significant seven-figure milestone of $1 million and thereafter plans to set a new goal of $2.5 million by the time he turns 60. As he works toward these goals, Mr. Heck wants to ensure his children are well-supported, both personally and educationally, as they pursue their own aspirations and move into the next phase of their lives: an objective that reflects not only Mr. Heck's business acumen but also his longstanding commitment to his family and personal growth.
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