Mark Fitzmorris
Wealth Advisor
CUSO Financial Services, L.P.*
904.371.7969
markf@c1cufl.org
CFS Wealth Advisor
CFS 2015 Hall of Fame Inductee
CFS 2005-23 Gold Pacesetter Award Recipient**
Complete the form below to contact Mark Fitzmorris today!
You can schedule a complimentary financial review to speak with Mark at the St. Johns Branch
Mark is an 19-time Gold Pacesetter** and in 2015 was inducted in to the CFS* Hall of Fame. He holds the position of Wealth Advisor.
Mark earned a Bachelor of Science degree in Finance and International Business from the University of Colorado, and has been a licensed financial advisor since 1998.
He has spent several years traveling and living abroad in different countries. Through his experiences, he brings an ability to understand people from a variety of backgrounds and always makes the needs of our credit union members his very first priority.
Mark specializes in developing, implementing, and monitoring a holistic financial plan that encompasses all areas of your life, especially with regard to retirement. He also specializes in state retirement options, including Florida's Deferred Retirement Options Program, or "DROP."
Check the background of this investment professional on FINRA's BrokerCheck.
Complete the form below to contact Mark Fitzmorris today!
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union of Florida has contracted with CFS to make non deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
**The Gold Pacesetter award is issued by Atria Wealth Management to the top 10% of Financial Professionals between the dates of 1-23 and 12/31/23. These recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.