Mark Generales
Relationship Manager

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Mark Generales is a Relationship Manager in the Beacon Pointe Bonita Springs, Florida office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Mark began his career in his native La Jolla, CA with EFHutton 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.