BayView Private Wealth, a boutique wealth management firm founded by Mark Dutram is pleased to announce its affiliation with RFG Advisory, LLC.
“Mark is a forward-thinker” said Bobby White, founder and CEO of RFG Advisory. “He has a bold vision to deliver a customized innovative experience that resonates with clients.”
“Becoming independent is the right step at this point in my career,” Dutram said, “and being affiliated with RFG gives me absolute confidence in our ability to build exceptional client relationships and to grow our company.”
Mark has more than 25 years in the industry helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Holding nationally recognized certifications as a Certified Financial Planner and a Certified Private Wealth Advisor, he and his team differentiate themselves by delivering comprehensive financial planning and a private approach to asset management, BayView is committed to changing how clients experience wealth management on the Emerald Coast.
“We’re excited to welcome Mark and his team to RFG,” said RFG President Shannon Spotswood. “Mark understands the value of technology and shares our passion for serving clients, making this a perfect fit for all stakeholders.”
“Client expectations for working with a financial advisor are changing and we embrace that. Providing guidance on a broad range of topics and leveraging technology helps us deepen our client relationships,” Dutram said. “I couldn’t be more excited about how we will work with our families and the benefits they will gain from our partnership with RFG.”
BayView Wealth Advisor Jonathan Slater and Client Relationship Manager Sarah Chartier will also join the RFG Advisory team with Mr. Dutram.
BayView Private Wealth was recently formed by Mr. Dutram and his team, who have been serving select clients in the Destin area for many years. Mr. Dutram established BayView after recognizing the changes in the industry and the benefits independence could offer his clients.
About RFG Advisory
RFG Advisory is an innovator in the wealth-management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a cutting-edge integrated technology platform to manage their practice, multi-custodial relationships, institutional-caliber investment management, and a professional management team. With offices throughout the Southeast, Midwest, and California, RFG Advisory’s services include comprehensive wealth management, financial plan consulting, and personalized one-on-one financial-life management for families, individuals, executives, and entrepreneurs. Investment advice offered through RFG Advisory Group, a registered investment advisor.
About Private Client Services
PCS, founded in 2001, has more than 130 branches across the U.S. and serves hybrid RIAs and dually registered Individual Advisor Representatives (IARs) with a personalized level of service. PCS partners with Pershing, LLC, the industry’s largest clearing firm, to clear transactions and custody assets, allowing PCS to support the contemporary technology products and services at RFG. Private Client Services’ home office is located at 2225 Lexington Road, Louisville, KY 40206. Member FINRA/SIPC.
Contact: Kristy Puckett | 205-397-2459 | email@example.com www.rfgadvisory.com | www.myrfgadvisor.com