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Mark Elliott

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

150 S US Highway 1

Suite 501,

Jupiter, FL 33477-5116

Mark.Elliott@Truist.com

Phone 561-972-9321

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About me

Background

Mark Elliot is a Managing Director with 40 years of experience in investment management and financial planning. He has achieved and maintained financial certifications whose stringent academic requirements demonstrate ongoing commitment to serving 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 1981

Personal Interests

In his spare time, Mark enjoys playing golf, sailing, and learning the piano. He is an active member of 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

  • 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

Locations

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