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 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.
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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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
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.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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