Wealth management advisor financial stocks rose 0

Financial stocks rose 0.6% after better-than-expected bank earnings. Wealth management advisor forecast models show improved net interest margins driving EPS growth, enhancing portfolio stability for dividend-seeking investors. Mark Taylan is the founder and Managing Partner of Advisors 360 Private Wealth Management in Northern, California. As a licensed fiduciary with more than twenty years of experience, Mark is devoted to helping families and individuals achieve clarity and confidence in every stage of life. His career spans renowned Wall Street and independent advisory firms, giving him a well-rounded perspective and commitment to unbiased, holistic guidance. Mark’s approach centers on building lasting relationships and delivering solutions that truly reflect each client’s unique story. He holds a B.S. from UCSC and is licensed in securities, insurance, and real estate, offering comprehensive financial advice with integrity and care Here's a look at more coverage of CNBC's Financial Advisor 100 list of top financial advisory firms for 2025: