DESTIN, Fla.--(BUSINESS WIRE)--New office. New views. Same team. An upcoming ribbon cutting event will unveil BayView’s new home for continued success.
On Thursday, October 14, 2021, from 4:00-6:00 PM CDT, BayView Private Wealth will welcome clients home at their new office location at 1234 Airport Road, Suite 121, Destin, FL 32541. Tours of the new office, refreshments, door prizes and commemorative giveaways will add to the festive celebration.
BayView Private Wealth helps a select group of clients with the planning and protection of what’s dearest to them: their family, business, money, possessions, and legacy.
President and Wealth Advisor, Mark Dutram, CPWA®, CFP®, AEP®, is excited to be hosting this event for new and current clients, friends, and family. Mark has more than 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals.
“Being able to carry the legacy that the BayView team has cultivated over the years to a new home feels incredibly rewarding,” Mark said. “Not only that, we get to network and build connections at the ribbon cutting event; something that we, at BayView, take great pride in with our guests”.
Wealth Advisor, Jonathan Slater, is ready for the launch of the new office and excited to continue advocating for families, financially. “Walking alongside our clients and helping them navigate the financial complexities of life is more rewarding than I could have ever imagined. I have the best job in the world – to be a financial advocate for you and your family,” said Jonathan.
This event is RSVP based. If you are interested in attending the ribbon cutting ceremony, please contact Mary Richards by telephone (850) 990-0618 or E-mail: firstname.lastname@example.org.
About BayView Private Wealth
BayView Private Wealth is a Financial Planning firm located in Destin, Florida that provides personalized and comprehensive wealth management, investment management, and ongoing guidance to help clients reach their financial goals. The firm also offers financial planning, retirement planning, estate planning, and tax planning to families and businesses based on their unique needs. Each member of BayView Private Wealth's team has an affiliation with the U.S. military and a passion for service. BayView Private Wealth has deep expertise in military financial planning for active service personnel, Veterans, and defense contractors.
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory, BayView Private Wealth, and Private Client Services are unaffiliated entities.