Mark Terwilliger CPFA®
Mark 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 is a Certified Plan Fiduciary Advisor® and 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, risk mitigation and asset protection. 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 one daughter, Jayleen, who currently attends the University of South Florida.