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Performance-driven Fiduciary Investment Advisor and Certified Estate Planner (CEP) with a proven track record of bridging the gap between comprehensive estate planning and active wealth management. Expert in conducting high-touch, in-home consultations to review revocable living trusts and implement holistic financial roadmaps that protect family legacies. A high-impact producer who generated over $1.2M in annuity sales within a six-month period while concurrently growing and managing client assets under an AUM model. Committed to the fiduciary standard, I excel at translating complex financial concepts into actionable strategies that drive client retention and significant portfolio growth.

To acquirerere a position that will allow me to utilize my portfolio management, business development, and asset management abilities.

Dynamic Investment Advisor with a proven track record at Mandeville Private Client Inc., specializing in personalized investment strategies and portfolio management. Expert in financial advising and communication, I enhance client relationships and optimize asset allocation, driving significant growth in client satisfaction and retention. Committed to aligning investments with long-term financial goals.

Professional with strong expertise in real estate transactions and client relations. Proven track record in negotiation, market analysis, and property management. Strong focus on team collaboration, adaptability, and delivering results. Skilled in communication, contract negotiation, and strategic planning, valued for reliability and flexibility.

Experienced Business development and Relationship management executive with a proven track record in driving revenue growth and building strong client relationships. Skilled in strategic sales, prospecting, and exceptional customer service. Effective communicator with a passion for exceeding targets and delivering results.

Mark Palmer

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Investment Advisor

Investment Adviser

Education

Accounting

High School Diploma -

Bachelor of Accountancy - Accounting And Finance

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Investment Advisor

Investment Adviser

Accounting

High School Diploma -

Bachelor of Accountancy - Accounting And Finance

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