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Mark C

CFP®, Series 63, Series 65

Sarasota, FL

Prestige Advisors Inc.

Mark Clark is a CFP® professional with 20 years of experience in financial advising. He is currently with Prestige Advisors Inc. and has held prior roles at Legacy Financial Advisors, Wealth Planning and Design LLC, and has been self-employed for over two decades. Outside of his advisory work, Clark serves on the advisory board of the Lakewood Ranch Community Foundation, where he reviews and approves grant applications for local nonprofits. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance coverage, entity structure, and tax and estate planning. The firm offers personalized, collaborative services without managing client assets or engaging in discretionary investment management.

General estate planning guidance Charitable giving tax strategies
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Nicholas D

Series 65

Sarasota, FL

Prestige Advisors Inc.

Nicholas Duvall is a financial advisor at Prestige Advisors Inc. with a Series 65 designation and two years of industry experience. He has previously worked at Merrill Lynch and Eskew Financial Group. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance coverage, tax, and estate planning. The firm does not manage client assets but engages directly or through other advisory firms to coordinate with clients' trusted advisors and insurance carriers.

General estate planning guidance Charitable giving tax strategies
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