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.
Check the background of this firm on FINRA's BrokerCheck.
Please note that it is important to consult with your tax advisor regarding specific tax concerns.
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.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding website's users and/or members.
Check the background of this firm on FINRA's BrokerCheck.