Mark Alan Griffis CFP®

Experience

• 

  Barnett Bank

  Jan 1987 - Jan 1990

  Management Associate
• 

  Wells Fargo

  May 1990 - Dec 2007

  SVP-Partner Private Banking

  Developed an extensive portfolio of long-term relationships with affluent clients by using specific creative strategies and methodologies. Coordinated a team of specialists (including CPAs, CFAs, trust officers, insurance specialists, credit underwriters and others) to deliver holistic solutions. Also served as lead banker to the Jacksonville Jauguars.

• 

  Praxeis, LLC

  Jan 2008 - Sept 2009

  Vice President-Director of Marketing & Public Relations

  Developed and implemented marketing strategies to advance the Westcott Lakes development, a $200 million continuing care retirement community integrated with Florida State University.

• 

  Southside Businessmen's Club

  Jan 2011 - Jan 2016

  Member
• 

  BB&T

  Mar 2011 - Apr 2013

  Private Financial Services

  Responsible for business development within the private financial demographic. Included in this target market were professionals, entrepreneurs, business owners, and retirees. BB&T‘s Private offering was a holistic, client-centered strategy which encompassed a client’s total financial needs. This business development initiative entailed continual outbound calling activity with commercial and retail bankers.

• 

  University of North Florida

  May 2013 - May 2015

  Masters Student-History

  Pursuing Masters in History

• 

  BBVA Compass - Global Wealth Group

  Aug 2014 - Oct 2016

  SVP

  Relationship Manager responsible for business development within the wealth client demographic. This included entrepreneurs, executives, professional athletes, professionals (attorneys physicians) and retirees. The Compass strategy was financial planning centric and resulted in holistic recommendations for personal debt, investment and retirement planning, as well as risk and estate management.

• 

  Bent Tree Creek Press

  Mar 2017 - now

  Author-Publisher
• 

  SunTrust

  Nov 2017 - May 2018

  Premier Banker

  Assisting affluent clients with planning, investments and traditional banking services.

• 

  Mark A. Griffis

  Aug 2018 - Oct 2020

  Independent Consultant-Personal Financial Planner

  Expertise in: retirement planning, investment allocation, insurance and risk management-including long term care, debt analysis, estate and trust advisement and college expense planning.

• 

  Mathodology

  Oct 2020 - now

  Director of Business Development & Communications

  I work with a team of dedicated educators who focus on improving mathematical performance for students K-5. We offer a Singapore style curriculum, and the best product available to support grades 1-5 is think!Mathematics, and for the kindergarten level it’s Developing Roots. [Math]odology also provides professional development and training for teachers and administration.