Mark Bublitz is the Vice-President of C.S.W.S. Prior to co-founding C.S.W.S., Mr. Bublitz was a Senior Financial Advisor with Merrill Lynch Global Wealth Management. Mark has provided a diverse group of individual and small business clients with comprehensive portfolio management and financial advice for over 18 years. Mark assists our clients in the accumulation and preservation of their wealth, providing income strategies during retirement, and designing strategies to help & pass that wealth on to their heirs in a tax efficient manner. Mr. Bublitz serves on the board and various committees in several non-profit organizations.
Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.