Mark Britt

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

6475 Sugarloaf Pkwy

Duluth, GA 30097-4092

About me

Background

As a Wealth Advisor, Mark Britt helps his clients take a comprehensive, strategic approach to financial planning.  Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, he develops recommendations tailored to his clients’ needs, priorities, and preferences.  Mark has more than 30 years of experience in the financial services industry including wealth management and commercial banking where he has specialized in managing banking relationships for closely-held businesses and high net worth individuals and families.  Mark joined Truist in 2001 and currently maintains the Certified Financial Planner (CFP®) designation. 

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

Mark is an active member of his community, serving as a leader in student ministry, coaching basketball and baseball, and volunteering 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 and/or wealth needs of business owners.

Locations

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