Tag: BayView Private Wealth

Weaving Faith and Professional Life Together Ft. Mark Dutram (Ep. 6)

Weaving Faith and Professional Life Together Ft. Mark Dutram (Ep. 6)

“Wealth Management is not about the assets. It’s about what we can empower people to do with their assets.”

This week on the Disruption Blueprint podcast, Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark’s diverse background in finance has given him a broad view of the financial service industry

BayView is a boutique financial planning office that has the distinct ability to leverage innovative trading platforms, money managers, custom-designed investments, and research with a client-focused approach.

BayView Private Wealth is deeply focused on delivering a differentiated client experience and they have the ability to retain relationships as a result of those personal connections. From client education at the local college in Destin, Florida to serving veterans and active duty military to helping women to live financially fearless as a StrongHer Money Advisor Ambassador, Mark has a warrior spirit with a servant heart.

Make sure to listen to this awesome episode with Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth. We are grateful for his tremendous amount of insight and energy.

Join the conversation to hear about :

  • How partnering with RFG positively changed BayView
  • Looking at the risks and taking a step toward independence
  • What doesn’t kill you makes you stronger
  • The power of marketing and social media
  • Serving veterans and active duty military
  • Helping women to live financially fearless
  • Empowering the next generation
  • Coming up with the best possible client experience
  • Opening doors and opportunities with FinTech
  • How Mark weaves his faith and professional life together
  • Figuring out What is my purpose? Why do I do this?

Referenced materials:

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.