Mark Lippman

Top Wealth + Best-in-State · rank 1 · Linwood, New Jersey · listed firm: Wells Fargo Advisors

Identity & firm

• Firm — Wells Fargo Advisors (high)
  • “WELLS FARGO CLEARING SERVICES, LLC” — sec_finra_regulatory
  • “Mark Lippman - Linwood Wealth Management Group of Wells Fargo Advisors, Linwood, NJ | Wells Fargo Advisors” — firm_official
• Parent company — Wells Fargo & Company (high)
  • “Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate o” — firm_official
• Firm type — wirehouse (high)
  • “Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.” — firm_official
  • “WELLS FARGO CLEARING SERVICES, LLC” — sec_finra_regulatory
• Team name — Linwood Wealth Management Group (high)
  • “2025 Top 250 Private Wealth Management Teams (Ranked #131 - Linwood Wealth Management Group)” — firm_official
  • “The Linwood Wealth Management Group” — forbes_shook
• Team size — 25 (medium)
  • “Left to Right (Top Row): Julie Lippman, Thomas Mohr, Samuel Matlick, Ari Matlick, Joseph Bancheri, William Smallwood, Bryan Stein, Christopher Cobb, Robert Freed, Tyler Egrie, Peter Perfetti, Justin Odell, Daniel Bochic” — firm_official
  • “Left to Right (Bottom Row): Annette Russo, Adrianna Carlson, Walter Schwenk, Mark Lippman, James Merritt, Donna Perez, Sherri Prescott” — firm_official
• CRD — 1235844 (high)
  • “MARK LIPPMAN” — sec_finra_regulatory
• Years experience — 43 (high)
  • “Mark Lippman joined Prudential-Bache Securities, now Wells Fargo Advisors, in 1983 as a Financial Advisor.” — firm_official
  • “PRUDENTIAL SECURITIES INCORPORATED” — sec_finra_regulatory
• Designations — — (medium)
  • “Mark graduated from Rutgers College in New Jersey in 1979 with a B.A. in Economics.” — firm_official

Book of business

• Team AUM ($M) — 3300 (high)
  • “Team Assets (Custodied):” — forbes_shook
  • “Mark's practice includes an investment committee which he leads, and presently manages in excess of $1.9 Billion.” — firm_official
• Account minimum ($M) — 1 (high)
  • “Minimum Account Size for New Business:” — forbes_shook
• Typical client net worth ($M) — 4 (high)
  • “Typical Net Worth of Relationships:” — forbes_shook
• Client niche — affluent multi-generational families (retirement and estate planning) (high)
  • “Mark helps affluent clients develop investment strategies in order to meet their financial needs, including retirement and estate planning.” — firm_official
  • “Multi-Generational Wealth Planning” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate o” — firm_official

Positioning & marketing

• Website url — https://fa.wellsfargoadvisors.com/linwood-wealth-management/ (high)
  • “Mark Lippman - Linwood Wealth Management Group of Wells Fargo Advisors, Linwood, NJ | Wells Fargo Advisors” — firm_official
• Value proposition (verbatim) — Investment planning too often boils down to cookie-cutter investment mixes and generalized guesswork regarding your financial needs. It's better than nothing, but it's impersonal and vague. That's why Wells Fargo Advisors' helps you plan your investments around benchmarks and life events that hold real meaning for you. The process can connect you to your investment strategy in a refreshing and personal way. Even better, it can help you answer that most critical of financial questions, "How am I doing?" (high)
  • “Investment planning too often boils down to cookie-cutter investment mixes and generalized guesswork regarding your financial needs. It’s better than nothing, but it’s impersonal and vague.” — firm_official
  • “That’s why Wells Fargo Advisors’ helps you plan your investments around benchmarks and life events that hold real meaning for you. The process can connect you to your investment strategy in a refreshing and personal way.” — firm_official
• Differentiators — 400+ Years of Combined Investment Experience, Structured Investment Process, Multi-Generational Wealth Planning, Anti-cookie-cutter: planning around client's own benchmarks and life events, not generic model mixes, LifeSync® planning experience syncing financial objectives with values and aspirations (high)
  • “400+ Years of Combined Investment Experience” — firm_official
  • “LifeSync® is an advice and planning experience that “syncs” a client’s financial objectives with their values and aspirations. It offers you and your Financial Advisor the tools and technology you need to discuss your l” — firm_official
• Content marketing — none (medium)
  • “href="https://www.wellsfargoadvisors.com/research-analysis/commentary.htm” — firm_official
• Has podcast — no (medium)
  • “We are here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance data.” — firm_official
• Books published — 0 (medium)
  • “Mark graduated from Rutgers College in New Jersey in 1979 with a B.A. in Economics.” — firm_official
• Linkedin url — gap: not_found_after_search
• Social presence — none (medium)
  • “: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only” — firm_official
• Press awards — Barron's 2025 Top 250 Private Wealth Management Teams — #131 (Linwood Wealth Management Group), Barron's 2025 Top 1,200 Financial Advisors Ranked by State — #2 in NJ (Mark Lippman), Barron's 2024 Top 1,200 Financial Advisors — #3 in NJ, Barron's 2024 Top 250 Private Wealth Management Teams — #114, Barron's Top 1,200 Financial Advisors, 2009–2025 (consecutive) (high)
  • “2025 Top 250 Private Wealth Management Teams (Ranked #131 - Linwood Wealth Management Group)” — firm_official
  • “2025 Top 1,200 Financial Advisors Ranked by State (Ranked #2 in NJ Mark Lippman, Managing Director of Investments)” — firm_official

Visual brand

• Has distinct logo — yes (high)
  • “” — firm_official
• Logo url — https://fa.wellsfargoadvisors.com/linwood-wealth-management/mediahandler/media/232458/Lippman_Mark-Logo.jpg (high)
  • “” — firm_official
• Visual brand notes — Wells Fargo corporate red/gold chrome with a custom "Linwood Wealth Management" wordmark; hero imagery mixes Atlantic-coast ocean shots, NYC skyline, large formal group team photo, and stock advisor-consultation candids. (high)
  • “” — firm_official
  • “” — firm_official

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