Meet Our Wealth Management Team^*

LPL Financial Advisor

Mark Dutram, CFP® 
"I take pride in the fact that we place a strong emphasis on asset management and client communication.  My goal has been to offer clients access to a broad spectrum of investment and financial planning services.  I look at each situation individually and exercise great care before I give any advice and I strive to provide objectivity, focus and discipline to the financial decision making process."
"I have been a registered representative since 1993, and providing comprehensive investment and financial planning since 1999 as a registered investment consultant.  I have also earned the designation of Certified Financial Planner CFP® and the intense requirements of acquiring and holding a CFP designation are there to insure that I stay at the top of my profession as an advisor and provide an elevated level of knowledge to clients.  It has been invaluable in helping clients who want to protect and rebuild their assets through the turmoil of today's economy."
If you would like to speak with Mark, please call his office at 850-244-5151, ext. 1125.
mark.s.dutram@lpl.com 

LPL Registered Associate

Sarah James
As a registered representative since 2005, Sarah has the knowledge to assist clients with many of their questions.  She provides clients information regarding the maintenance and performance of their accounts.  Sarah graduated from the University of West Florida in 2002 with a degree in Finance and currently holds a Series 7, Series 66 through LPL Financial, and Life, Health, and Variable Annuity Licenses. sarah.james@lpl.com

Client Associate

Melody Stricklin
Melody joined our team in September of 2010.  She plays a critical role in client communication and marketing while she assists clients with financial requests.  Melody brings with her 3 years of experience in the banking industry as well as a degree in Marketing earned from Auburn University in 2001.
melody.stricklin@lpl.com