Mark Poitras is a Certified Financial Planner™, (CFP®) and graduate of Binghamton University. He has been in the banking and financial services industry since 1998, most recently working with Merrill Lynch and HSBC Securities (USA) Inc., prior to joining EEFG. Mark's approach to wealth management is consultative, objective and committed to helping his clients understand all of their financial options. His focus is on developing comprehensive financial plans and strategies for individuals, their families and their businesses in order to help them meet their short-term and long-term financial goals. "The draw to EEFG is that we provide highly sophisticated and personalized financi