Mark PaschallMark PaschallWealth Advisor
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About Mark
Mark Paschall is a Wealth Advisor with J.P. Morgan Wealth Management.
As a member of The Washingtonian Group, Mark works with some of the area's most significant clients, drawing on his background in taxation and estate planning to open up the breadth of opportunities derived from strategic wealth guidance. He listens carefully to uncover each family's goals and dynamics and develops customized recommendations designed to get them there.
Mark looks at both sides of the balance sheet—analyzing liabilities as well as assets—to see how they may be better managed. He takes a long-term and big-picture approach to preserve capital appreciation for the generations to follow.
For nearly two decades, Mark worked in tax compliance and consulting, establishing a solid foundation to efficiently address the many elements of wealth and model the best potential outcomes. Before joining J.P. Morgan, he was with BDO USA as a Managing Tax Director.
Mark attended the University of North Carolina at Chapel Hill before earning a J.D. from the North Carolina Central University School of Law. He holds an LL.M. in Taxation from the University of Florida Fredric G. Levin College of Law.
Mark and his wife reside in Ashburn, Virginia, with their twin daughters, across from a working farm. He is involved in the community and has formerly coached soccer, continuing his love for the sport. When not spending time outdoors with his family, he enjoys a competitive round of golf.
Insights
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
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May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
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