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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Mark Alterman

Mark Alterman

Client Services Associate

Office: 772.233.4315
Fax: 772.233.4316

Website: Visit my web site!



  • Bachelor of Science in Business Administration Northeastern University - Boston, MA 


Relivent experience

  • Banking - conformed with established policies and procedures while executing on a variety of customer service functions.
  • Financial - managed accounts recievable / payable and prepared monthly financial statements
  • Client service - from 1994 Mark has held positions in firms such as Walt Disney, FPL and Flagler Bank that required a skilled client relationship manager