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Mark Jones

Private Wealth Advisors

370 17TH STREET, SUITE 5500

DENVER, CO 80202


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Mark E. Jones

Mark is a Senior Vice President – Wealth Management and Private Wealth Advisor. His duties include advising institutions and high net worth clients in the areas of portfolio management, risk analysis, asset and performance consulting and investment advice. He assists those clients in identifying and prioritizing their various goals—including investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes.1

Mark is a member of Investment Management Consultants Association (IMCA®) and has earned the Certified Investment Management Analyst® (CIMA®) designation.

Mark graduated from the University of Colorado in 1972 where he earned a B.S. in Business Administration and Finance with a minor in Marketing. Mark began his Merrill Lynch career in 1978. He has dedicated himself to thoroughly understanding the priorities of high net worth individuals, families and executives providing them with personalized attention and disciplined, customized investment strategies. In 2002 Mark received the Merrill Lynch Lifetime Community Achievement Award. Mark can be reached at: (303) 446-5600 or

Kim Rubin

Kim began in the financial industry in 2000 with Merrill Lynch. She earned a B.S. in Business Administration and an MBA in Finance. Kim’s focus is on proper maintenance and implementation of clients investment strategies.

Kim supports the portfolio management function: asset allocation, manager selection, monitoring and reporting.2She assists in the development of individual client option formulation and execution strategy. She also contributes to the restricted stock monetization process in working with clients and internal and external counsel in the execution of their 10b5-1 sales. Kim is passionate about her role in serving clients needs and delivering unsurpassed service.

In addition to her role as a Senior Private Wealth Associate she has worked as a Trust Officer and Investment Specialist. Kim, her husband and their two children live in Centennial. She can be reached at: (303) 446-5605 or


Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

1Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

2Asset allocation does not ensure a profit or protect against loss in declining markets.

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