Mark Terwilliger has over 25 years of experience in the Financial Services industry. He holds the following FINRA licenses: Series 7– General Securities Representative, Series 63 – Uniform Securities Agent State Law Examination and Series 65 – Uniform Investment Adviser State Law Examination with LPL Financial. Mark also holds a Life & Health Insurance and Variable Annuities license.
Mark serves as a Wealth Manager and LPL Financial Advisor for the Northbridge Financial Group in Tampa, Florida. He specializes in helping clients in the understanding, implementation and management of their financial goals through comprehensive financial planning, retirement planning, education planning, legacy planning, estate planning, tax planning, investment management and risk mitigation. He will take the lead in working with any outside financial professionals you currently work with, such as attorneys or accountants, to help create a tailored plan designed around your complete financial picture.
Mark has 1 daughter, Jayleen, who has been the highlight of his life. Most of his time outside the office is spent with her. They both have a passion for soccer and Mark has spent many years as a soccer coach.