Mark Holbert, Raymond James & Associates

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®