Financial Resources Group Investment Services Managing Director of Business Development to Retire

Financial Resources Group Investment Services is announcing today that Mark Stieve, Managing Director of Business Development, intends to retire from the firm at the end of the first quarter of 2025 concluding a successful career of more than 40 years of dedicated service.

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Financial Resources Group Investment Services is announcing today that Mark Stieve, Managing Director of Business Development, intends to retire from the firm at the end of the first quarter of 2025 concluding a successful career of more than 40 years of dedicated service.

“We’ve been fortunate to have Mark as a leader for more than a decade, during which time he has created infinite value for our firm, for our advisors’ practices, and for the financial institutions we support,” said Bruce Miller, Chief Executive Officer. “We wish Mark the very best in the next chapter of his personal journey.”

Joining Financial Resources Group in 2012, Mark is widely respected for his significant contributions and impact across the firm. Most recently, Mark strengthened the business consulting division through exceptional leadership and guidance leading to revenue growth, new assets, and profitability for our advisors and institutions. His commitment to innovation, strategic vision, and unwavering dedication have been invaluable assets.

“I’m fortunate to come to work every day for a company and job I love, supporting our advisors and institutions in the honorable work they do to help people achieve their financial dreams,” said Stieve. “The timing is never perfect for retirement, but I’m content knowing the firm is in good hands, and in great shape to grow and prosper moving forward.”

Picture of Jennifer Hallmark, Director of Marketing, Corporate & Independent Advisor Services

Jennifer Hallmark, Director of Marketing, Corporate & Independent Advisor Services

The timing is never perfect for retirement, but I’m content knowing the firm is in good hands, and in great shape to grow and prosper moving forward.

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