Mark Brenner

Merrill Lynch
Mark Brenner - Santa Barbara Wealth Management Advisor -
Mark Brenner
Wealth Management Advisor

Mark Brenner, CIMC
Senior Vice President – Wealth Management
Wealth Management Advisor
Merill Lynch

1424 State Street
Santa Barbara, CA 93103

Tel: (805) 963-6363
Fax: (805) 413-4032
Email: [email protected]

Professional Profile

Our Philosophy

The Brenner Group was founded with the mission of providing superior investment guidance, wealth management and exceptional client service to high-net-worth individuals, families and respected institutions. Collectively, our team of professionals has over 30 years of experience – helping clients manage risk, plan for the future and retire comfortably.

Given the challenge that many affluent individuals have faced in the past decade to preserve their wealth, we offer a collaborative blend of disciplined strategies that come from our multiple perspectives. While our approaches are often complex, our commitment is always to simplify matters for clients – keeping them focused on goals, advising them on getting there and updating them on the strategy we’ve agreed upon. By applying our philosophy, we free clients to pursue their passions and lifestyles they’ve worked hard to achieve.

Our Approach

Based on a client's financial goals, risk tolerance and specific circumstances, The Brenner Group proposes strategies that are genuinely personalized – to help clients steadily build and protect wealth, manage and account for liabilities, and plan for future generations. Together with clients, we select specific solutions, talk often and meet regularly to review progress and present new opportunities that we believe will help meet clients’ immediate and long-term objectives. There is no substitute for performance and no limit to the effort we put forth. Each client is important to us. Each client is why we are here.

“Our primary objective has remained consistent through the years – to become a lifetime resource and essential partner to each client, for they have entrusted us to provide personalized financial guidance and tactical solutions to help them achieve the financial lives they seek.”

Mark Brenner, CIMC®

About Mark Brenner

With over 25 years of experience, Mark is dedicated to providing clients with the finest individually-tailored approach to financial and investment strategies. At the heart of Mark's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service. Mark takes a highly personal role in following through for clients – to make sure their needs are always handled with the highest degree of professional courtesy and attention, and that financial strategies are accurately implemented.

Mark works closely with high-net-worth individuals and institutions through every step of the investment process. In collaborating with clients on developing a robust wealth management strategy, he focuses on in-depth financial solutions. Mark has many years of experience developing and successfully implementing strategies that provide asset accumulation and sustainable asset distribution for institutions and individual's wealth. As a result, Mark builds relationships that are built on satisfaction and trust.

Mark received a Bachelor's degree from Westminster College in Aerospace Aviation and holds the designation of Certified Investment Management Consultant®, CIMC®. Outside of the office, Mark has a strong passion for skiing, road biking, and running. He participated as a competitive skier for eight years. He was also a member of the University of Utah ski team and raced on the Canadian American National Ski Circuit. He is a current member of the Merrill Lynch Valley Coast Round Table of top Financial Advisors in their region. Mark is an active member of his community with his wife, Michelle and two children, Sam and Paige.

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