Mark Martorell

Mark A. Martorell, AWMA®
Wealth Advisor Truist Bank

5350 Town Center Rd

Suite 200,

Boca Raton, FL 33486

About me

Background

Mark Martorell is a Wealth Advisor in the South Florida market for Truist Bank. He enjoys helping clients put sensible financial strategies in place to help accomplish their unique goals and objectives. The team focuses on maximizing the enjoyment, fulfillment, and meaning in their clients' lives by delivering prudent investment management, planning and custom credit solutions. 

Mark has been working with business owners, corporate executives and retirees for over 25 years, and thoroughly enjoys a deep and meaningful relationship as a trusted advisor on their team. 

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor Business Administration
Florida Atlantic University 1992
Associate of Arts
Fairleigh Dickinson University 1990

Personal Interests

Mark enjoys giving back to the community and volunteers at several wonderful organizations like American Cancer Society, Boys and Girls Club of South Florida, Meals on Wheels & Habitat for Humanity. 

On a personal side, Mark enjoys spending his free time with his loving wife of 21 years and two incredible children. He also enjoys saltwater fishing, free diving and loves to compete at tennis & golf. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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