Financial Advisor
Current
Dec 2021 - Present
AeroLeads people directory · profile
Mark E. Kilbride Email & Phone Number
Financial Advisor at Eglin Wealth Management
at
CUSO Financial Services
1 work email found
@raymondjames.com
2 phones found area 317
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at Eglin Wealth Management
Location
Fort Walton Beach, Florida, United States
Company size
Who is Mark E. Kilbride? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark E. Kilbride is listed as Financial Advisor at Eglin Wealth Management at CUSO Financial Services, a company with 333 employees, based in Fort Walton Beach, Florida, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 317, and a matched LinkedIn profile for Mark E. Kilbride.
Mark E. Kilbride previously worked as Financial Advisor at Cuso Financial Services and Financial Advisor at Eglin Financial Services. Mark E. Kilbride holds Business Administration, With Emphasis In Economics And Accounting from Butler University.
Company email context
Email format at CUSO Financial Services
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*@raymondjames.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mark E. Kilbride. Compare company email patterns before reaching out.
Profile bio
About Mark E. Kilbride
I help individuals and families at Eglin Wealth Management located at Eglin Federal Credit Union increase their financial confidence by providing sound financial advice based on over 20 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. With my unique background and experience, I want to increase the education and awareness of the all of the financial tools available to help my clients reach their goals. All of these tools work when placed in the right situation. It is my job to make sure that happens.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Eglin Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.**For specific tax advice please consult a tax professional.Member FINRA/SIPCwww.finra.orgwww.SIPC.orgExperience: Strategic Financial and Retirement Planning. Securities Licensed - Series 7, 63 & 65. Insurance Licensed for Life, Health and Long-Term Care.
Listed skills include Annuities, Securities, Financial Advisory, Investment Strategies, and 15 others.
Current workplace
Mark E. Kilbride's current company
Company context helps verify the profile and gives searchers a useful next step.
Cuso Financial Services
13 roles
Mark E. Kilbride work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Eglin Financial Services
Jul 2018 - Dec 2021
Financial Advisor
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.
Jul 2018 - Dec 2021
Vice President, Wealth Management
Klear Financial, Inc is now HRD Wealth Management.
Sep 2014 - Jul 2018
President And Founder
Klear Financial Inc. A Registered Investment Adviser
Registered Investment Advisor providing strategic financial planning to current clients and prospects using investments including securities and insurance.
Mar 2012 - Dec 2014
President/Owner
Klear Financial, Inc., Consulting Division
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.
Mar 2010 - Mar 2012
Regional Vice President
Responsible for the promotion and distribution of guaranteed investment products including Fixed, Indexed, Immediate and Long-Term Care annuities, covering the Chicagoland area.
May 2011 - Nov 2011
Financial Advisor
Accelerated Capital Group
Provide strategic financial planning to current clients and prospects using investments including securities and insurance products.
May 2009 - Jun 2011
Manager Of Business Development
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.
Mar 2009 - Jun 2010
Regional Sales Vice President
Responsible for the promotion and distribution of Insurance products including variable, fixed and immediate annuities.
Mar 2008 - Jan 2009
Regional Vice President
Jackson National
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.
Dec 2004 - Mar 2008
Financial Advisor
Raymond James & Associates, Inc.
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.
Apr 2000 - Nov 2004
Sales Representative
Responsible for sales and marketing of copier and facsimile office equipment in Central Indiana for the largest distributor in Indiana.
Sep 1995 - Mar 2000
Team & coworkers
Colleagues at CUSO Financial Services
Other employees you can reach at cusonet.com. View company contacts for 333 employees →
EC
Elizabeth Cross
Colleague at Cuso Financial ServicesSan Diego, California, United States, United States
View →
LF
Lisa Fredette
Colleague at Cuso Financial ServicesGreater Boston, United States
View →
PH
Patrick Harrison
Colleague at Cuso Financial ServicesPortland, Oregon, United States, United States
View →
BK
Birgitta Kalker
Colleague at Cuso Financial ServicesSan Diego, California, United States, United States
View →
PS
Peter Simpson, Mba
Colleague at Cuso Financial ServicesFitchburg, Massachusetts, United States, United States
View →
AS
Alyssa Salacup
Colleague at Cuso Financial ServicesLa Mesa, California, United States, United States
View →
JB
Jeri Bitner
Colleague at Cuso Financial ServicesEl Cajon, California, United States, United States
View →
NS
Nick Song
Colleague at Cuso Financial ServicesPittsburgh, Pennsylvania, United States, United States
View →
JA
Jennifer Abejo
Colleague at Cuso Financial ServicesSan Diego, California, United States, United States
View →
AL
Annie Lou
Colleague at Cuso Financial ServicesSan Diego, California, United States, United States
View →
Elizabeth Cross
Colleague at Cuso Financial ServicesSan Diego, California, United States, United States
View →
LF
Lisa Fredette
Colleague at Cuso Financial ServicesGreater Boston, United States
View →
PH
Patrick Harrison
Colleague at Cuso Financial ServicesPortland, Oregon, United States, United States
View →
BK
Birgitta Kalker
Colleague at Cuso Financial ServicesSan Diego, California, United States, United States
View →
PS
Peter Simpson, Mba
Colleague at Cuso Financial ServicesFitchburg, Massachusetts, United States, United States
View →
AS
Alyssa Salacup
Colleague at Cuso Financial ServicesLa Mesa, California, United States, United States
View →
JB
Jeri Bitner
Colleague at Cuso Financial ServicesEl Cajon, California, United States, United States
View →
NS
Nick Song
Colleague at Cuso Financial ServicesPittsburgh, Pennsylvania, United States, United States
View →
JA
Jennifer Abejo
Colleague at Cuso Financial ServicesSan Diego, California, United States, United States
View →
AL
Annie Lou
Colleague at Cuso Financial ServicesSan Diego, California, United States, United States
View →
2 education records
Mark E. Kilbride education
Business Administration, With Emphasis In Economics And Accounting
Bachelor Of Science (Bs), Business Administration
FAQ
Frequently asked questions about Mark E. Kilbride
Quick answers generated from the profile data available on this page.
What company does Mark E. Kilbride work for?
Mark E. Kilbride works for CUSO Financial Services.
What is Mark E. Kilbride's role at CUSO Financial Services?
Mark E. Kilbride is listed as Financial Advisor at Eglin Wealth Management at CUSO Financial Services.
What is Mark E. Kilbride's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Mark E. Kilbride at CUSO Financial Services.
What is Mark E. Kilbride's phone number?
AeroLeads has found 2 phone signal(s) with area code 317 for Mark E. Kilbride at CUSO Financial Services.
Where is Mark E. Kilbride based?
Mark E. Kilbride is based in Fort Walton Beach, Florida, United States while working with CUSO Financial Services.
What companies has Mark E. Kilbride worked for?
Mark E. Kilbride has worked for Cuso Financial Services, Eglin Financial Services, Cuna Brokerage Services, Inc, Hrd Advisory Group, and Klear Financial Inc. A Registered Investment Adviser.
Who are Mark E. Kilbride's colleagues at CUSO Financial Services?
Mark E. Kilbride's colleagues at CUSO Financial Services include Elizabeth Cross, Lisa Fredette, Patrick Harrison, Birgitta Kalker, and Peter Simpson, Mba.
How can I contact Mark E. Kilbride?
You can use AeroLeads to view verified contact signals for Mark E. Kilbride at CUSO Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Mark E. Kilbride attend?
Mark E. Kilbride holds Business Administration, With Emphasis In Economics And Accounting from Butler University.
What skills is Mark E. Kilbride known for?
Mark E. Kilbride is listed with skills including Annuities, Securities, Financial Advisory, Investment Strategies, Retirement Planning, Financial Planning, Wealth Management, and Series 7.
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