Meet Our Wealth Management Team^*

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.Dutram@uvestmail.com).

Junior Financial Advisor

Sarah James works closely with clients at First City Bank's Wealth Management Department to help them reach their financial objectives. As a junior financial advisor and fully registered assistant, Sarah helps clients with administrative and investment requests. She works with Mark to provide our clients the highest quality of service. A graduate of West Florida, Sarah holds Series 7, 66 and life and health insurance licenses (Sarah.James@uvestmail.com).