PROFESSIONAL PROFILE

The English Group:

With over 42 years of securities industry service and experience, the English Group is uniquely qualified to offer our clients Financial Solutions through the Merrill Lynch platform. The English Group practice specializes in working with high net worth clients, professionals, retirees, including many Bell System retirees, and business owners. The process begins with meetings where we carefully listen to our clients regarding their financial needs, goals and objectives. Financial solutions are only then offered by using the resources of our many partners after thorough and careful analysis. It is our privilege to be our clients’ primary financial service provider, and we take this responsibility very seriously.

Mark E. English began his Security Industry career in Indianapolis, Indiana in 1971 following 7 years with Indiana Bell Telephone Co. Mark earned his Economics degree at DePauw University. He has additional credit, including graduate credit, from Indiana University and Butler University. Also Mark completed the Securities Industry Association Institute at Wharton Business School. His career includes over ten years in Management.

Adam C. English began his Security Industry Career following his 2004 graduation from Purdue University. He recently received the Certificate of Chartered Retirement Planning Counselor (CRPC®)
Adam focuses on serving the needs of affluent clients, executives and businesses. He assists clients to coordinate all aspects of their wealth management cycle. Adam advises clients on the managed solution services offered by Merrill Lynch. He helps them implement many services including cash & investment management, credit and lending, education planning services and retirement planning services. Also, Adam helps clients focus on estate planning issues and works with their advisors in developing their estate plans. He helps clients develop an understanding of their short and long term financial goals with a customized implementation strategy.

Adam enjoyed success at Naples High School and Purdue University as a distance runner. He continues to embrace his affection for running as a participant in various running events in South Florida and as a Cross Country Coach at Barron Collier High School in Naples.

Lori Ann Rodriguez moved to Southwest Florida in 1985 from Reynoldsburg, Ohio. She began her career at Merrill Lynch in February of 1998 in the compliance department traveling to different offices in the Naples, Florida Complex to assure adherence to SEC rules and regulations. After 8 years, she transferred to the Wealth Management Group as a Client Associate and recently began working with The English Group. Lori’s responsibilities and goals are to insure that client’s administrative needs are met at the highest level.