John Demark
Financial Advisor Fiduciary @Northwestern Mutual
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WORK HISTORY
Financial Advisor Fiduciary @Northwestern Mutual
Salt Lake City, UT, US
Advise and support clients in managing their finances and achieving their long-term financial goals.• Collaborate with clients to define financial goals and provide customized, comprehensive financial planning to achieve them.• Secure life, disability, and long-term care insurance for clients.• Manage investments, provide tax guidance, and handle retirement and estate planning. • Deliver expert fiduciary guidance in securing and growing clients’ wealth by conducting financial analyses and risk assessments, including business valuations and buy-out funding plans. • Leverage strategic partnerships by collaborating and coordinating with accountants, estate attorneys, and bankers as a unified team to ensure clients’ finances are optimized and protected through coordinated execution of comprehensive financial strategies.
EDUCATION
W. P. Carey School of Business – Arizona State University
Master of Business Administration - MBA, Logistics, Materials, and Supply Chain Management
East Carolina University
Bachelor of Science - BS, Political Science
ABOUT JOHN DEMARK
In 2008, my parents lost much of their life savings after putting their trust in the…
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