I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
Mark earned a BS degree in Accounting from The Pennsylvania State University. He also earned a Masters in Business Administration from Averett University in Danville, Virginia. Prior to joining MassMutual Southeast Coast, he spent over 30 years in the Healthcare Industry as a Chief Financial Officer and in other executive roles.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. [Reg. Rep. Name] is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org www.sipc.org Supervisory office: 200 W. Forsyth Street, Suite 600, Jacksonville, FL 32202, 904-998-7300.
I am licensed to sell insurance in: Florida, Georgia, Pennsylvania and South Carolina and securities in: Georgia, South Carolina and Virginia.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Mark’s Licenses and Disclosures