Mark S. Dutram, CFP^®

CPWA^®, AEP^®

Wealth Advisor

Bayview Private Wealth

1234 Airport Rd, Ste 121
Destin, FL 32541-2925

FINANCIAL ADVISOR'S WEBSITE

www.bayviewwealth.com

18509900618 CONNECT WITH Mark

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We are primarily a fee based practice either on an hourly basis or assets under management. We also generate some commissionable activities through some of the insurance products used in risk management.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

My Links

Website

General

Mark Dutram is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bayview Private Wealth in Destin, FL and the surrounding communities.

Financial Advisor Overview

We are a boutique office in the panhandle of Florida working with about 100 high net worth families and business owners and provide assistance with asset management and comprehensive planning to include retirement, tax, estate, and asset protection.

Financial Advisor Experience

I have been working in the finance and investment industry for over 25 years. This is not just a job for me, but a passion. After growing up and observing my mother, a single parent of five children who struggled having to work two jobs, it became my mission to help people change their lives through partnership, creativity and performance. My practice has evolved over the years, but my passion has remained steadfast. I will continue to be your most trusted advisor through professional knowledge, integrity and personalized service. We have learned to help clients with sophisticated financial issues and challenges over the years, although we derive our greatest appreciation from the long-lasting relationships developed along the way.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Disclaimer

Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory, BayView Private Wealth, and Private Client Services are unaffiliated entities.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes