Your browser is outdated!

To ensure you have the best experience and security possible, update your browser. Update now

×

Bart Mackler

Senior Wealth Advisor

Home Experiences Education Skills Interests
Download my PDF resume
Bart Mackler
Detroit United States (Michigan)
Contact me
Professional Status
Employed
Available
About Me
Bart Mackler is a Senior Wealth Advisor with over 25 years of experience in financial planning, investment strategy, and retirement consulting. Beginning his career as a trainee at Dean Witter in 1995 after earning his Political Economy degree from Hillsdale College, Bart built his foundation during a remarkable 21-year tenure with Bentley Lawrence Securities/Concorde Investment Services (1996-2017). His professional journey continued through positions at Great Lakes Wealth, TD Ameritrade (where he earned President's Club recognition), Raymond James, and briefly with MSU Federal Credit Union through LPL Financial, before joining Mainstay Capital Management in January 2025. Bart holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and is known for his client-centered, consultative approach that emphasizes long-term security, tax-aware planning, and disciplined process. Married since 2010 and father to son Robert, Bart's personal commitment to relationships mirrors his professional dedication to helping countless individuals and families navigate complex financial decisions with confidence, integrity, and personalized guidance.
Resume created on DoYouBuzz
Skills

Financial Planning & Advisory Skills

  • Retirement planning and income strategy development
  • Comprehensive financial planning
  • Asset allocation and portfolio management
  • Investment strategy formulation
  • Goal-based wealth management
  • Tax-aware planning
  • Estate planning considerations
  • Insurance planning and solutions
  • Wealth preservation tactics
  • Long-term financial security planning

Client Relationship Skills

  • Consultative approach to client engagement
  • Building and maintaining long-term client relationships
  • Client education and financial literacy
  • Needs assessment and goal identification
  • Relationship management
  • Building trust through transparent communication
  • Client acquisition and retention

Business Development Skills

  • Marketing strategy development
  • Client acquisition processes
  • Business development initiatives
  • Growth planning
  • Client onboarding optimization
  • Referral network development
  • Partnership building with financial institutions
Resume created on DoYouBuzz