Mark J Pellis
Wealth Management Advisor|CLU®, ChFC®
Personal
Mark is a native of Greensburg, PA and currently resides in Bethel Park with his wife, Cynthia, and three children, Sarah, Leah, and Samuel.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Professional
Mission Statement
"Our main objective is to provide top quality wealth management and planning services. We help our clients achieve their most critical financial goals by understanding their unique needs and creating a personal comprehensive plan. Through monitoring of each plan, we are able to make adjustments as needs change. We are committed to establishing and maintaining enduring relationships built on trust, respect, and honesty, ensuring that the interest and goals of our clients are always put first."
Mark graduated from Allegheny College in 1994 with a Bachelors of Arts degree in Political Sciences. He has been helping people with their financial planning with Northwestern Mutual for over twenty years.
In 2004, he earned his Chartered Life Underwriter® designation from the American College, and in August of 2011, he earned his Chartered Financial Consultant® designation.
Associations and Memberships
Mark has won the Million Dollar Roundtable Award and the National Quality Award for the past 12 straight years. The Million Dollar Round Table Award is a prestigious recognition affiliated with all financial professionals. It is achieved by maintaining a high level of sales, and is only awarded to the top one percentage of the world's best financial service professionals. Mark is also a member of the National Association of Insurance and Financial Advisors.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2004-2012
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 2013-2022
- National Quality Award 2002, 2004-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2006-2010
- Award recognizing performance
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
