A complete list of active advisors currently associated with Prestige Advisors Inc.

Warmer can help you find a great advisor at Prestige Advisors Inc. or one who fits your needs even better.

Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting rather than portfolio management. Its services focus on risk-management and planning solutions that review insurance coverage, entity structure, liability exposure, and opportunities for tax and estate planning. The firm delivers personalized, hands-on engagements that rely on conversations with clients and coordination with clients’ other trusted advisors and insurance carriers, and it may provide services directly or through other advisory firms. Prestige does not manage client assets or place trades and therefore does not provide discretionary investment management or brokerage services. Noteworthy aspects disclosed in the brochure include that the firm’s advisory personnel are licensed insurance agents and may receive commissions on insurance products, a potential conflict of interest the firm identifies and addresses in disclosures and its Code of Ethics. The brochure also discloses a historical customer complaint from 2009 related to an insurance sale that was settled by a broker‑dealer, and it notes the firm may act as a sub‑advisor or receive referral compensation from other advisers.

To learn more about the advisors currently working at Prestige Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Clark	Sarasota, FL	20
Nicholas Duvall	Sarasota, FL	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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