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Mark Rubey

Financial Advisor

Designations: CFP®

  (469) 676-4487

  Addison, TX

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. 

Education and Certifications

Who I work with

What guides my approach

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

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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% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9