CPWA®, CFP®, AEP®, Wealth AdvisorMark Dutram
Mark has more than 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals.
We help people to define what success and happiness means to them. What seems like fairly easy definitions, turns out to be quite ambiguous and illusive for many. Their achievement requires more than the possession of assets.
Mark’s goal is to offer clients access to a broad spectrum of investment and financial planning services. Prior to starting his career in finance, Mark was part of the 20th Special Operations Squadron at Hurlburt Field. This has given him a passion for those who have served our country. As an active member in the local community, Mark serves on various nonprofit boards, participates in multiple Chamber of Commerce memberships, and Mark and his wife Sondra are active members of Destiny Worship Center. Mark teaches classes at Northwest Florida State College on various life and financial planning concepts such as investments, asset management, tax planning, risk management, and estate planning.
Designations/Certifications Held, Licenses, and Professional Affiliations
- CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®)
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- ACCREDITED ESTATE PLANNER® (AEP®)
- FINRA – Series: 65, 66 registrations
- Financial Services Institute (FSI)
- Financial Planning Association (FPA)
- Investments and Wealth Institute
- Life, Health, and Variable Annuities Licensed
- Emerald Coast Estate Planning Council (ECEPC)
- Fort Walton Beach Chamber of Commerce
- Fresh Start for Children and Families
Community Activity
- Board of Directors – Emerald Coast Estate Planning Council
- Board of Trustees – Destin Fire Control District Pension Fund
- Treasurer, Board of Directors – White-Wilson Community Foundation Inc.
- Ambassador – StrongHer Money
- Past President – Fresh Start Children and Families, Inc.
- Past Board of Director and Executive Committee – Fort Walton Beach Chamber of Commerce
- Mark teaches classes at Northwest Florida State College on various life and financial planning concepts such as investments, asset management, risk management and estate planning.
- Emcee – Destiny Kid’s for children K – 5th grade – Destiny Worship Center
- Mission Trips to help those in need and share the love of Christ to Haiti, Mexico, Nicaragua.
- Destin Chamber of Commerce – MAC Committee Member
St. Petersburg Office
Main: 727-369-6151
Text: 727-496-4963
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
Text: 727-496-4963
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
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Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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