EDUCATION

Graduate Southern Trust School, Spring Hill College

Graduate School Bank Management, University of Virginia

Master of Business Administration, University of Alabama at Birmingham

Bachelor of Science, Business Administration, The University of Alabama

Mark A. Wesson, CFP®, CKA®

Chief Executive Officer

As CEO of EverSource Wealth Advisors and CEO of BMSS Wesson Wealth Solutions, Mark envisioned and spearheaded the launch of these new initiatives in 2016. He leads enterprising teams in fulfilling the multi-faceted vision of both ventures.

Mark’s career of 30+ years has been dedicated to consulting with wealthy individuals, families, and owners of privately-held businesses on a variety of business, financial, values-based, gifting, and investment topics. Most recently, he created the Wealth Services Division of Cadence Bank as EVP Wealth Services with full responsibility for the private banking, trust, brokerage, and RIA lines of business with $6.2B in loans, deposits, and assets under management. Prior to this, he held the titles of SVP and regional managing director of Private Banking at Wells Fargo Bank, SVP and regional managing director of Wealth Management for Wachovia Bank, and director of Wealth Management for SouthTrust Bank. As VP of Institutional Accounts at Highland Capital, Mark advised over two hundred wealth advisors and over forty wealth management teams in fourteen states.

Mark has traveled extensively, consulting with and personally investing in business-as-missions companies globally.  He and his wife, Missi, have been married for 33 years and are parents of four children and three grandchildren. When he’s not establishing new businesses, following investment trends, or analyzing spreadsheets, you are likely to find Mark fishing at his family lake house, welcoming local international students to Birmingham, or cheering for the Crimson Tide.

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

  • Certified Financial Planner™ (CFP®)

  • Certified Kingdom Advisor (CKA®)

  • The Alabama Policy Institute—Former Chairman of the Board

  • The American Red Cross—Former Board Member

  • Birmingham Theological Seminary—Former Board Member

  • National Christian Foundation—Alabama Affiliate