Meet Our Wealth Management Team^*

Financial Advisor

Mark Dutram, CFP® offers access to a broad spectrum of investment and financial planning services. Mark has practiced comprehensive investment and financial planning since 1999 as a registered investment consultant. Because each individual situation is unique, great care is exercised before advice is given. By combining a broad based understanding of financial instruments with a common sense approach to investing, Mark provides objectivity, focus and discipline to the financial decision making process. Please call Mark at (850) 244-5151 or email him for more information (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).