Deep Enrich
Mark Vroman, CFP ®
Financial Advisor
370 followers
Oviedo, Florida, United States
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About me
Certified Structured Settlement Consultant at Garrison Settlements
Education
University of Notre Dame - Mendoza College of Business
2018 - 2019Certified Structured Settlement Consultant Designation
Florida Atlantic University
1999 - 2001Bachelor of Business Administration Business Economics
Boston University
2011 - 2012Certificate in Financial Planning
Palm Beach Community College
1994 - 1999Associate of Arts Business - General
Experience
AXA Advisors, LLC
Aug 2002 - Sept 2006Financial Advisor
Merrill Lynch
Sept 2006 - Feb 2008Financial Advisor
Radiant Investment Consulting
Mar 2008 - Aug 2014Independent Financial AdvisorPort Orange Fire Rescue
Oct 2009 - Aug 2014Driver Engineer / FirefighterRadiant Wealth Planning
Jan 2010 - Aug 2023Certified Financial Planner™Port Orange Professional Firefighters Local 3118
Jun 2011 - Mar 2014PresidentSeacoast Wealth Management
Aug 2014 - May 2015Vice President, Financial AdvisorBARR Financial Services
May 2015 - Sept 2015Investment Advisor RepresentativeRingler Associates
Mar 2016 - Nov 2019Settlement ConsultantCollaborative Settlement Solutions
Dec 2019 - nowCertified Structured Settlement Consultant
Garrison Financial, LLC
Sept 2023 - nowCertified Financial Planner™
Licenses & Certifications
Certified Structured Settlement Consultant
National Structured Settlements Trade AssociationMay 2019
Certified Financial Planner (CFP)
CFP BoardApr 2013
Series 24 - General Securities Principal
FINRAJul 2023
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