Mark Rosier, MBA

Mark Rosier has over 25 years of experience in the financial advice industry. His extensive background includes proficiency in asset management, investment advisory, retirement planning and thorough assessment of financial goals. He believes assisting credit union members toward pursuing their financial goals through a holistic planning approach is important to managing desired results. This planning path includes analysis in the areas of asset and risk management, investment strategies, as well as retirement and estate planning. Working collaboratively with his clients, Mark's goal is to deliver wealth management advice and services that provide value and meet established goals for the future.

Mark received his undergraduate degree in economics from Florida State University and a MBA from Nova Southeastern University. He is a Registered Representative with LPL Financial and also is an insurance representative.

Serving Port Orange, Orange City, Daytona, DeLand & Sanford-Area Branches