Raymond James financial advisors

Mark OberlinMark Oberlin

Mark Oberlin, AIF®

Senior Vice President, Investments
Chairman’s Council
mark.oberlin@raymondjames.com
616-974-3340

Mark has provided clients with experienced guidance through many market conditions and economic climates for more than 30 years – with more than two decades of those years spent at Raymond James. He helps enable clients to pursue their financial goals through broad-based financial planning, tax and estate planning, and risk and wealth management. His Group also specializes in 401k plan design and management.

A graduate of Ferris State University in 1980, Mark did graduate finance work at Western Michigan University. He is a member of the Raymond James Chairman’s Council and Retirement Planning Advisory Council. Chairman’s Council honors are presented only to those Raymond James financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of the Chairman’s Council represent the top echelon of the firm’s financial advisors, which is a privilege limited to a select few.*

Mark has also attained the designation of Accredited Investment Fiduciary® (AIF®) – a designation that represents a thorough knowledge of and ability to apply the fiduciary practices and understands the legal and best-practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

In his spare time, Mark enjoys woodworking, fishing and music performance. He is also active in the Grand Rapids Lions Club. Mark lives in Cascade with his wife, Kathy, and their dog, Dory. Tune in to WOOD-1300AM or 106.9FM every Friday morning at 6:35 a.m. for Mark’s weekly investment and market commentary.

 

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.