Copyright Deering Wealth Team
 

Mark Deering, CFP®

Executive Vice President, Southwestern Investment Group

Mark Deering is dedicated to providing each of his clients with a personal and comprehensive plan to help reach their financial goals.  Mark’s extensive knowledge and experience in preparing for and working towards achieving financial freedom in retirement has helped countless clients make the vision of their future a reality.

Mark’s career began in the ’90s as a college student paying for school by running a small business selling educational books during the summers through Southwestern Advantage. During this experience, Mark developed the skills and character needed to build and lead a successful team, and became a sales manager for Southwestern for several years. After earning a degree in Business & Economics, as well as Biblical Studies, from Wheaton College, Mark was invited to join Southwestern Investment Group.   As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mark uses the same attributes that he developed selling books—determination, exceptional customer service, problem solving, to name a few—at Deering Wealth Team to partner with his clients in helping them reach their financial goals and experience freedom.

Mark has worked to further develop his services and team to continually improve client experience. In 2011, Mark was promoted to Vice President of Southwestern Investment Group, again promoted in 2013 to Senior Vice President, and in 2014 named Executive Vice President. In 2016, Mark was promoted to National Sales Director.  Within this role, Mark oversees all training and mentoring for advisors of Southwestern Investment Group.  As a leader in the industry, Mark has also been a member of the Raymond James Leaders Council consecutively since 2015 and most recently, named to Forbes’ list of Best-In-State Wealth Advisors in 2018, 2019, and 2020.

Mark exemplifies a true passion for service professionally and personally. He serves as a board member of TN Voices for Victims, Southwestern Investment Group Executive Board, and Southwestern Investment Group Leadership Board. Mark is an active member of his church and has served as both an Elder and the Treasurer.  He also volunteers as a youth coach for the YMCA and Williamson County Parks and Recreation.

On days off, when there are no Carolina basketball games on, Mark can be found at home with his wife of 16+ years and their three children.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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