Mark GeneralesMark Generales
Senior Wealth Advisor

Request an Appointment | Contact Me | (239) 676-5676

Mark Generales is a Senior Wealth Advisor in Beacon Pointe’s Bonita Springs, Florida office and is dedicated to providing customized solutions that help clients meet their financial goals coupled with the highest level of service. Mark began his career in his native La Jolla, CA with EFutton and Co. During his 40-year career, Mark helped introduce and manage major programs and departments for leading brokerage firms in the U.S. and Canada. This included introducing the first separate account management programs, overseeing retirement accounts and ERISA programs, mutual funds, annuities and insurance. Mark’s broad background allows him to assist his individual clients with their growth and retirement plans. Outside of the office, Mark spent eight years as an elected County Councilman and chaired his county’s Finance Committee throughout that time. An avid boater now residing in Florida, Mark and his wife Debbie have three daughters, Olivia, Alexandra and Christina.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...