Mark Elliott

Mark Elliott, CFP®, CPM®, MPAS®
Financial Advisor Truist Investment Services, Inc.

150 S US Highway 1

Jupiter, FL 33477-5116

About me

Background

I have 39 years of experience in investment management and financial planning, and have achieved and maintained financial certifications whose stringent academic requirements demonstrate my ongoing commitment to serving my clients at the highest levels. 

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

Education

BS in Business Economics and Public Policy
Indiana University Kelley School of Business

Personal Interests

In my spare time, I enjoy playing golf, sailing, and learning the piano. I am an active member of the Martin County Estate Planning Council and the Academy of Certified Portfolio Managers.

Specialties

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

To
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