I've been with Edward Jones since 2003, and I've found the career I love.
In working with prospective clients, we first want to understand where you are today, what your goals are and what's important to you. We then use an established process to understand your tolerance for market risk and to build personalized strategies to help you achieve your goals. In considering your goals, we look to take into consideration emergency funds, home ownership, risk assessment, retirement planning, education funding and estate considerations. We then partner together throughout your life to help keep you on track.
My personal life experience has been a wonderful resource to draw upon in helping clients. I graduated with merit from the U.S. Naval Academy in 1980. I served on active duty for six years. While on active duty, I earned an MBA from Southern Illinois University at Edwardsville. Following active duty, I spent 17 years as an IT project manager. In addition, I continued to serve as a Navy Reservist, and today I am a retired Commander.
My wife, Robin, and I have two children, Elizabeth and Adam. Elizabeth and her husband, Quinton, are Navy veterans, and they have two children. They reside in Severna Park, MD. Adam and his wife, Kylie, have a daughter, and they reside in Farmington Hills.
I am a past president of the Novi Rotary Club and am active with the Novi United Methodist Church.
- Military Professionals & Veterans
- Charitable Giving
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Retirement Savings Strategies
Phone NumberMark L Whitfield at (248) 349-4034
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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