Mark Trewitt
Investment Management, Financial and Estate Planning
- Role
- Financial Planning Investment Management at Integrated Financial Solutions Group
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mark Trewitt
With 40 years experience in financial services, Mark brings a wealth of experience to the…
Experience
Financial Planning Investment Management
Integrated Financial Solutions Group
Jan 2006 — Present
Skills
- Investments
- Financial Planning
- Intergenerational Wealth Transfer
- Generosity
- Wealth Preservation Planning
- Wealth Management
- Life Insurance
- Finance
- Certified Financial Planner
- Published Author
- Portfolio Management
- Planned Giving
- Marketing Strategy
- Strategic Partnerships
- Retirement
- Strategic Financial Planning
- Financial Services
- Income for Life
- Generosity
- Retirement Planning
- Strategic Generosity Planning
- Income Properties
- Wealth
- Small Business
- Asset Allocation
- Financial Planners
- Income Tax
- Wealth Accumulation
- Strategy
- Strategic Charitable Planning
- Estate Planning
- Public Speaking
- Tax Reduction
- Leadership
- Charitable Gift Planning
- Iras
- Management
- Financial Advisory
- Roth Ira
- Strategic Planning
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