Mark Rothwell, CFP®

Chief Operating Officer

Director of Financial Planning

Mark joined Scott Jones Financial in 2021 with 10 years of industry experience and a successful history of exceeding client expectations. He oversees the business operations and personal financial planning. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, he enjoys preparing and delivering comprehensive financial plans that are focused on helping clients achieve and exceed their financial goals. Mark is known for his ability to solve complex problems with a keen attention to detail and is energized by finding the best solutions for each client.

Mark was previously with State Street Corporation where he was a Vice President of private equity fund services. In that role, he was responsible for operational oversight and management of relationships with private equity clients. During his tenure, Mark helped build out a global operations team that leveraged different time zones to create a continuous workflow. In addition, he has been involved with re-engineering projects aimed to increase efficiency and reduce risk.

Mark grew up in Massachusetts and always had a golf club or hockey stick in his hands from the time he could walk. He attended Babson College where he studied finance and entrepreneurship. He and his wife, Victoria, live in Charlotte, NC where they enjoy spending time outdoors and are always looking for new hikes. He is getting used to the change from snow skiing to water skiing and appreciates no longer having to put his golf clubs away for the winter.