Mark Ulicny, Bethesda, is responsible for meeting with clients to understand their financial goals and concerns, and creating tailored plans to help them gain financial control.
Prior to joining what is now Goldman Sachs Personal Financial Management, Mark was a Financial Representative with New England Financial, a large insurance and investment advisory firm (a financial advisory branch of New England Securities).
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with concentrations in investment management, retirement planning, risk management and estate planning. Mark also earned a Bachelor in International Relations from Bucknell University.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).
Bethesda, MD 6701 Democracy Blvd.
Locations Served
Suite 300
Bethesda, MD, 20817