Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

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

Markets

3 things we (and the markets) are grateful for this season

November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
Wealth Planning

When does it make sense for a trust to own your life insurance policy?

November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Retirement

Leaving your job

November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
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