Mark Boyd
Financial Advisor at Summit Financial Group - Northwestern Mutual Private Client Group
- Role
- Financial Advisor at Summit Financial Group
- Location
- Fort Wayne, IN, US
- LinkedIn followers
- 500 followers
About Mark Boyd
Mark Boyd is an advisor with Summit Financial Group a firm of Northwestern Mutual…
Experience
Financial Advisor
Jul 1995 — Present · Fort Wayne, IN, US
Mark relies not only on his own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Mark know how he might be able to help you realize your vision for the future.
Education
Indiana University - Kelley School of Business
BS Marketing
1988 — 1990
Skills
- 401k
- Financial Analysis
- Estate Planning
- Retirement
- Term Life Insurance
- Risk Management
- Whole Life
- Wealth
- Retirement Planning
- Securities
- Disability Insurance
- Fixed Annuities
- Insurance
- Series 6
- Life Insurance
- Investments
- Long Term Care
- Portfolio Management
- Health Insurance
- Finance
- Long Term Care Insurance
- Asset Management
- Wealth Management
- Financial Planning
- Small Business
- Strategic Financial Planning
- Series 7
- Financial Services
- Employee Benefits
- Series 63
- Long-Term Care
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