Mark E. Kilbride Email & Phone Number

838 Eglin Parkway Ne, Fort Walton Beach, Fl

Destin/Fort Walton Beach, Florida Area

Destin/Fort Walton Beach, Florida Area

I help individuals and families at EGLIN FINANCIAL SERVICES located at Eglin Federal Credit Union increase their financial confidence by providing sound financial advice based on over 18 years of experience in the industry. I am deeply committed to my clients' financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.As a financial advisor, I want to improve the lives of my clients by providing education and awareness to all of the financial tools available to help them reach their goals. All of these tools work when placed in the "right" situation. With my broad financial services background, I have a unique perspective to make sure that happens.Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc., Member FINRA/SIPC. Securities sold through CBSI under contract with Eglin Federal Credit Union. Not NCUA/NCUSIF/FDIC Insured * No Financial Institution Guarantee * May Lose Value. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerage Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.

Wayne, Il And Carmel, In

Klear Financial, Inc is now HRD Wealth Management.

Illinois

Registered Investment Advisor providing strategic financial planning to current clients and prospects using investments including securities and insurance.

Provide analysis of small business financials to commercial lending departments. Gauge financial strength of businesses through analysis of balance sheet, income statement, accounts receivable and payable, inventory control and sales pipeline projections.

Responsible for the promotion and distribution of guaranteed investment products including Fixed, Indexed, Immediate and Long-Term Care annuities, covering the Chicagoland area.

Provide strategic financial planning to current clients and prospects using investments including securities and insurance products.

Charged with raising capital to fund real estate private placement for both wholesale and retail client market. Also, responsible for developing strategic marketing plan to Registered Investment Advisors throughout the country.

Responsible for the promotion and distribution of Insurance products including variable, fixed and immediate annuities.

Tasked with driving sales for Guaranteed Products through building new and by expanding existing relationships with advisors using face-to-face meetings, leading group seminars and overall territory management.

Indianapolis, Indiana Area

Partnered with an experienced group of Financial Advisors to provide money management, financial planning and estate planning to new and existing clients. Primarily responsible for acquiring new clients through cold calling, marketing campaigns and client/prospect seminars.

Responsible for sales and marketing of copier and facsimile office equipment in Central Indiana for the largest distributor in Indiana.

Business Administration, With Emphasis In Economics And Accounting

Activities and Societies: Tau Kappa Epsilon, Butler Track Team,

Bachelor Of Science (Bs), Business Administration