Merrill
45yrs
Top advisor by experience in Wilson
34yrs
Mark Anthony is a fiduciary financial advisor in Wilson, North Carolina, with 34 years in the industry. Mark joined Merrill in 2016, after 11 years at Wells Fargo Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 44 advisors with offices in Wilson, and one of 44 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 7% by experience in North Carolina
Office2315 Airport Blvd NW, Wilson, NC 27895
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowMerrillCurrent firm
- 2005 – 2016Wells Fargo Clearing Services, LLCPreviously
Contact Mark
(800) 637-7455Firm headquarters in New York, NY. Ask for Mark. 2315 Airport Blvd NWWilson, NC 27895Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Merrill at (800) 637-7455 and ask for Mark Anthony. Mark works from the Wilson, NC office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1992, about 34 years. Top 7% by experience in North Carolina.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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