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Mark Fitzmorris Wealth Advisor

Mark Fitzmorris

LPL Sr. Wealth Advisor

904.371.7969
Mark.Fitzmorris@commfirst-lpl.com

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 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!

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community First Credit Union and Community First Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community First Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Credit Union or Community First Investment Services Securities and insurance offered through LPL or its affiliates are:
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