Mark Britt

Mark Britt, CFP®
Senior Vice President Senior Wealth Advisor Truist Bank

6475 Sugarloaf Pkwy

Duluth, GA 30097-4092

Mark.Britt@truist.com

Phone 404-504-3602

Fax 404-816-5465

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About me

Background

Mark Britt is a Wealth Advisor and Senior Vice President with Truist Bank. As a Wealth Advisor, Mark offers comprehensive wealth management services with a team approach that brings together specialists in investments, business transition, financial planning, credit, risk management, trust and estate planning. As an advocate for his clients, he develops strategies to help clients address their financial goals.

Mark joined Truist in 2001 and has more than 30 years of experience in the financial services industry including wealth management and commercial banking.

Mark has a bachelor’s degree in accounting from Georgia State. Additionally, he is a graduate of Oglethorpe University’s Financial Planner Program and holds the CFP designation. 

Mark works alongside Kim Lee-Fook, a Wealth Support Specialist with 10 years of experience as a Truist teammate. 


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 of Arts in Accounting
Georgia State University 2002
Graduate of Financial Planner Program
Oglethorpe University 2006

Personal Interests

When Mark isn’t working, he is an active member of his community. He serves as a leader in student ministry, coaches basketball and baseball, and volunteers his time with an animal rescue organization. 

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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 needs of business-owners

Locations

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