Mark E Boddy
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®, CLTC®
2024 Forbes Best-In-State Top Financial Security Professional
Personal
When Mark graduated from William & Mary, he knew he wanted to start his own business focused on helping others. He joined Northwestern Mutual after graduation and has been helping people plan for a secure future ever since.
Mark and his wife Emily are the proud parents of three children - Sarah, Rachel and David. Mark enjoys spending his free time fishing, boating, skeet shooting and taking in Tribe games whenever possible.
Associations and Memberships
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
The Carter Center
The Carter Center is guided by the principles of our Founders, Jimmy and Rosalynn Carter. Founded, in partnership with Emory University, on a fundamental commitment to human rights and the alleviation of human suffering, the Center seeks to prevent and resolve conflicts, enhance freedom and democracy, and improve health.
Tribe Athletics
Tribe Athletics is an integral part of the William & Mary experience and contributes in unique and fundamental ways to the university's core mission of fostering intellectual growth, social responsibility and leadership in a complex and changing world.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
