J. Mark Desantis Email and Phone Number

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, targeted advice and a dedication to developing long-term relationships.We will become your family partner, helping you to navigate the challenges and opportunities every family faces as you move through your financial life cycle. Life can be complicated, and we will be there to listen, be a conduit of financial and life experiences to help you assess opportunities, and to help you navigate the risks of your financial life helping you achieve your goals. https://advisor.morganstanley.com/the-certus-group Trustworthy. Resolved. Precise.Mark is an Accredited Asset Management Specialist (R) who has been successfully helping clients navigate their financial lives and markets since 1996. Mark emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps clients with education funding, structures for charitable giving, estate planning, and insurance needs, as well as collaborating with clients to present a customized financial plan based on family goals emphasizing liquidity, longevity, and legacy.Mark is FINRA registered and holds Series 7, 63, and 65 securities licenses as well as licenses for life, accident, and health insurance, long-term care coverage, and variable annuities. Mark enjoys automobiles, aviation, exercising, and most importantly, spending time with his family. He and his wife, Judy, are active in their church and are both graduates of Indiana State University. They split time between Terre Haute, IN and Naples, FL, and have three children, Dominic, David, and Caterina.