Mark Easterday

Mark R. Easterday is a First Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been working since May 1997.12 He specializes in retirement planning and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp.1

Professional Background

Mark's focus is on helping clients with various aspects of financial planning, including:

• Retirement planning
• College planning
• Estate issues
• Insurance
• Managing large liquidity events (e.g., sale of a business, inheritance, handling concentrated stock)1

He takes a comprehensive approach, carefully considering all aspects of a client's financial situation before making recommendations.

Education and Affiliations

• Bachelor of Science in Business-Finance from the University of Southern California1
• Past-Chairman of the Alumni Association for the USC Marshall School of Business1
• Former Trojan golfer1

Personal Interests

Outside of his professional life, Mark has diverse interests:

• Passionate about the U.S. Military, particularly the Navy
• Works with Navy SEALs and local veterans' groups
• Former lead singer in a country music band for 15 years
• Enjoys horseback riding and rodeo with his wife, Cherice1

Location and Family

Mark lives in Coeur d'Alene, Idaho, with his wife Cherice. He has two sons in college:

• Ryan, attending Rose Hulman Institute of Technology
• Aaron, attending Boise State University1

At Merrill Lynch Wealth Management, Mark works with a team that includes Shawn Herring, Wealth Management Client Associate, and specialists in lending, banking, and insurance services.1