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.
Jonathan joined our team in March of 2013. He graduated from Troy University with a Bachelor's of Science in Business Administration majoring in Finance in 2012. Jonathan Slater assists the team in conducting investment research, asset allocation and Para planning of investment services in order to fully achieve each client's financial goals. He serves in a coordinated effort with other support members to champion efficiency and create the highest value for each client.
Denise Dumas facilitates the welcome and application process for all client investments and insurance products through LPL Financial. She also assists clients with financial requests and ensures all transactions are processed as efficiently as possible, serving the clients' best interests.
Denise comes to us with years of experience in the banking industry as a private banking assistant. With her extensive customer service skills and excellent organizational skills, she will provide all of our clients with quality service they deserve.
Denise joined our team in May of 2013. She graduated from Northwest Florida State College with a degree in Business Administration. She is furthering her education with Troy University in Global Business Administration with a major in Management.