I began my career as an Edward Jones financial advisor in 1994. I've built my practice by partnering with individual investors and business owners, and truly getting to know them, so I can understand what is important to them. I see my relationships with my clients as partnerships that we will build and grow for their entire lives, in order to make sure that they are on track to meet their goals.
Because of my focus on partnership, I've succeeded in creating a practice that has earned us a spot in our firm's list of top 400 financial advisors and have been invited to attend our Managing Partner's Conference for 23 consecutive years starting in 2000. In 2017, I was proud to be recognized by Barron's magazine as one of the nation's top 1,200 advisors*. In 2022, I was named to the Forbes Best-in-State Wealth Advisors List **.
Because of our experience and knowledge of the industry, we most enjoy working with clients who have more complicated financial situations. Multi-generational wealth planning can seem daunting, but it's a task that we gladly accept, and we are honored when families allow us into their lives to help take some of this burden off of their shoulders.
I earned my degree in business management from the University of North Carolina in Wilmington and hold the CFP® professional certification. I've also served in multiple leadership roles, and in 2015, was named a principal with the firm, as I enjoy sharing my knowledge and experiences with others.
When I'm not in the office, I am an active member of the local community: I serve on the boards of the Boys and Girls Club Billfish Tournament and the Eastern North Carolina Alzheimer's Association; I'm also an active member of White Memorial Presbyterian Church. I'm a former president of the local Chamber of Commerce. My wife, Julia, and I have three children: Sara Hanna, Ren and Vance. We enjoy spending time at the beach and offshore sportfishing.
*Barron's Top 1200 Financial Advisors awarded February or March each year, data as of September of prior year, compensation provided for using, not obtaining the rating
**Forbes Best-in-State Wealth Advisors for North Carolina, Awarded April 2022, research by SHOOK® Research, LLC. Data as of June 2021, compensation provided for using, not obtaining the rating
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Portfolio Reviews
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Phone NumberMark J Fortier at (919) 269-7714
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