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.
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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 has more than 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals.

Designations/Certifications Held, Licenses, and Professional Affiliations
  • CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®)
  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • ACCREDITED ESTATE PLANNER® (AEP®)
  • FINRA – Series: 7, 24, 63, 65, 66 registrations (States: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, MS, NC, NJ, NY, SC, TN, TX, VA, WA, WI)
  • 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
  • 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.

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Main: 850-990-0618
Conf: 850-297-1837
Fax: 850-852-0131
1234 Airport Road, Suite 121 Destin, FL 32541
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Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, 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.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.

Insurance products and services are offered through several insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

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