Mark H. Winston has more than 25 years experience working in the financial services industry as well as for private enterprises. Prior to joining Planmark in 2010, Mark was the Chief Financial Officer for a merchandising services company, the Chief Financial Officer and later the President of a custom tradeshow exhibit designer and manufacturer, and he began his career as a commercial banker. He holds a Bachelor of Science in Business Administration from the University of North Carolina in Chapel Hill.
Mark is an Investment Advisor Representative with LPL Financial. He has received formal training in investment fiduciary responsibility and has earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education. He is currently taking the required courses which will enable him to sit for the CFP® exam.
A native of Virginia, but a long time resident of North Carolina, Mark and his wife moved to the metro Atlanta area in January 1987. Mark and his wife have a daughter who is a recent graduate of the University of Georgia and another daughter attending Troy University.