Mark Holbert, Raymond James & Associates
Mark Holbert began his career as a Financial Advisor with Raymond James in 1998. While focusing his business on his clients' individual financial objectives, Mark believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients' best interests, that sets Mark apart.Mark is a registered investment adviser representative and has earned certification as both a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Asset Management Specialist℠.
Mark is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Mark works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, tax planning, risk management, retirement planning (including IRAs, 401(k)s, etc.), estate planning, 529 education savings plans and more.
A native of West Palm Beach, FL, Mark graduated from Palm Beach Atlantic University with a degree in Computer Information Systems. He is a member of numerous community organizations.
When outside of the office, Mark enjoys spending time with his family doing many activities in the Palm Beach County area.
Education
• Palm Beach Atlantic University; BS, Computer Information Systems, 1994 - 1998
Organizations
• Leadership Palm Beach County, Class of 2015
• Board Member, Friends of Jupiter Beach
• Board Member, Jupiter Police Foundation
Community Service
• Operations Committee Chair, ArtiGras at Palm Beach North Chamber of Commerce
• Captain, Loggerhead Triathlon presented by Palm Beach North Chamber of Commerce
• Team Member, C.E.R.T - Community Emergency Response Team - Jupiter Police Department
• Coach, Jupiter Tequesta Athletic League (JTAA) - Youth Athletics
Certifications
• Certified Financial Planner CFP®
• Accredited Asset Management Specialist AAMS®
• Wealth Management Specialist WMS®