EXPERIENCE: Mark Meredith, CFP® , is a Financial Consultant who has been in the industry since 2010 and with TheBANK since 2011.
EDUCATION: B.S. in Finance, Eastern Illinois University
PROFESSIONAL: Mark is a CERTIFIED FINANCIAL PLANNER™ Professional. He also holds his Series 7 and 66 broker licenses as well as his Life and Health Insurance licenses.
BELIEFS: Mark assists clients in creating plans and choosing investments that match their objectives, risk tolerance, and time horizon.
"My job is to always do what's in the client's best interest, to educate them in areas of uncertainty while helping them make investment decisions that they are comfortable with."
AWAY FROM THE OFFICE: Mark lives in Collinsville and is a big sports fan. He enjoys spending time with his beautiful wife, Rebecca, and their Jack Russell Terrier, Oliver.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, are; not deposits, not insured by bank insurance, FDIC or any other governmental agency, are not deposits or obligations of the bank, not guaranteed by TheBANK of Edwardsville, and are subject to risk, and may lose value. TheBANK of Edwardsville is independent of Raymond James.
Raymond James financial advisors may only conduct business with residents of the state and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.