Mark Holbert began his career as a Financial Advisor with Raymond James in 1998. While focusing his business on his clients’ individual financial objectives, Mark believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Mark apart.
Mark is a registered investment advisor representative and has earned certification as both a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Asset Management Specialist℠.
Mark is dedicated to managing and helping to preserve wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Mark works hard to enhance and help preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, tax planning, risk management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.A native of West Palm Beach, FL, Mark graduated from Palm Beach Atlantic University with a degree in Computer Information Systems. He is a member of numerous community organizations.
When not working, Mark enjoys spending time with his family doing many activities in the Palm Beach County area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.