Mark Howell joined Truliant in 2013 with 13 years of experience in the Financial Services industry, including 5 years as an investment professional. Mark started his career with UBS PaineWebber in 2000. Since that time, Mark has expanded his experience with Wachovia Securities and Wells Fargo Wealth Management. Mark has used his knowledge of both the credit union and investment services to help Truliant’s member-owners meet their personal financial objectives.
As a CFS financial advisor, Mark is qualified to provide Truliant Federal Credit Union members with professional planning assistance, suitable financial products and dependable service. He takes the time to understand the needs and objectives of credit union members. He is able to offer comprehensive solutions that address a variety of needs, including long-term investing, investment management, retirement and income planning, life insurance and long-term care options.
Education and Experience
Mark is a registered representative of CUSO Financial Services, Inc., a broker/dealer offering a wide range of securities products, and a member of FINRA and Securities Investor Protection Corporation (SIPC). Mark is a licensed insurance representative with life/health, variable contract, and long term care/Medicare Supplement insurance certifications. Mark currently serves as an NCAA college soccer official and high school and youth soccer official. He lives in Winston-Salem with his wife, Courtney, their daughters, Beatrice and Ella, and son, Steele.