Mark Testa, CFA®
Mark Testa, CFA®
Vice President, Lakeland Bank, Financial Advisor, RJFS
- Direct
- 862-293-4473
- MTesta at LakelandBank dot com
Mark F. Testa, CFA®, has been hired as Vice President, Lakeland Financial Services. As a Raymond James’ Financial Advisor based in Montville, N.J. Testa will be responsible for assisting clients with all of their financial planning, wealth management and insurance needs. He enjoys partnering with clients to help them solve their personal financial puzzle by creating a concise plan to protect and grow their hard-earned assets. With more than 20 years of financial industry experience, Testa was most recently a Senior Sales Trader at Deutsche Bank in New York, New York, covering short-term fixed income products and mutual fund sales. He holds the designation of a Chartered Financial Analyst (CFA®), is an Investment Adviser Representative holding Series 7, 66 licenses and a NJ Life license. Testa earned a Bachelor of Science degree in accounting at Seton Hall University. He resides in Montville, N.J.
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Lakeland Financial Services is a division of Lakeland Bank.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Lakeland Bank and Lakeland Financial Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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