Our Firm

Mark W. Friedman, CPA/PFS, AWMA

As a financial professional and active member of his community, Mark's education, experience and professional affiliations have fostered his practical approach to providing tax, investment and financial planning advice for his clients. Being a Certified Public Accountant, Personal Financial Specialist, and Accredited Wealth Management Advisor with over twenty years experience, Mark is well positioned to assist with all aspects of a client's financial needs. Mark can be reached at (850) 670-1253 or Mark@Friedman-Financial.com.

 

Designations:

  • Certified Public Accountant in State of Florida
  • Bachelor of Arts in Accounting from Florida State University
  • Bachelor of Arts in Finance from Florida State University
  • Personal Financial Specialist (PFS) Designation, American Institute of CPAs
  • Accredited Wealth Management Advisor (AWMA) Designation, College for Financial Planning

Affiliations:

  • Member, Florida Institute of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Member, FSU Foundation Planned Giving Council
  • Member, Tallahassee Regional Estate Planning Council
  • Board Member, Childrens Home Society of Florida, North Central Division (Chairman 2015-2017)
  • Treasurer, Apalachicola Bay and River Keeper
  • Former Member, Apalachicola Bay Rotary Club (Past President)
  • Former Board Member, Apalachicola Bay Chamber of Commerce (President in 2002, 2009 & 2011)
  • Former Board Member, George E. Weems Memorial Hospital (2006-2009)
  • Former Board Member & Treasurer, Apalachicola Bay Charter School PTSA
  • Former Board Member & Treasurer, Friends of the Apalachicola Municipal Library

 

Maegen Jones Conners, Financial Advisor

Maegen was born and raised in Apalachicola and currently resides in Gulf County.  After working at Cadence Bank in Port St. Joe for six years and completing her Bachelor’s degree in Finance, Maegen decided that helping people achieve a secure financial future is what she wanted as her career.  To achieve this goal, she left banking and worked hard to pass her Series 7 and 66 securities exams, as well as the life, health, and variable annuity licensing. She is currently working toward becoming a CERTIFIED FINANCIAL PLANNERTM  practitioner at Florida State University and is excited about her new career.  Meagen can be reached at (850) 670-1253, (850) 653-5989 (cell), or Maegen@Friedman-Financial.com.

Bachelor of Arts in Finance from Keiser University