Mark E. Kilbride

Background

About Mark E. Kilbride

I help individuals and families at Eglin Wealth Management located at Eglin Federal Credit Union increase their financial confidence by providing sound financial advice based on over 20 years of experience in the industry. I am deeply committed to my clients’ financial well being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances. As a financial advisor, I want to improve the lives of my clients. With my unique background and experience, I want to increase the education and awareness of the all of the financial tools available to help my clients reach their goals. All of these tools work when placed in the right situation. It is my job to make sure that happens. Non-deposit investment products and services are offered through CUSO Financial Services, L.P.(CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Eglin Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.**For specific tax advice please consult a tax professional. Member FINRA/SIPC Experience: Strategic Financial and Retirement Planning. Securities Licensed - Series 7, 63 & 65. Insurance Licensed for Life, Health and Long-Term Care.