Mark Rubey

Financial Advisor

CFP^®

Mark Rubey is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Addison, Texas office. Prior to joining, Mark was a Team Manager with Fidelity Investments for nine years. Mark holds a BS in Finance from Northern Illinois University and an MBA, with an emphasis in Financial and Estate Planning, from the University of Dallas.

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Mark Rubey

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About Allworth