Mark Vamvaketis, LUTCF, CLTC

Mark J. Vamvaketis, LUTCF, CLTC is a Financial Advisor , CEO & President of Volant Wealth Management, which is affiliated with Osaic Wealth, Inc. an Independent Broker Dealer. Mark is a Fiduciary who began his career in 1994 as an Advisor with Prudential Preferred Financial Services, where he was quickly recognized as a National Leader. He is a perennial qualifying member of the prestigious Million Dollar Round Table, the premier association for Financial Advisors worldwide. In 2022, Mark once again achieved “Top of The Table” status, which ranks him in the Top 1% worldwide.  He’s also been honored as Advisor of the Year at Lighthouse Financial Network and a multi-year qualifier of A.C.E., recognizing Signator Investors’ Top Advisors in the country. Mark is an active member of M.D.R.T., and is also a proud member of N.A.I.F.A. (National Association of Insurance & Financial Advisors), and FSI (Financial Services Institute).

Mark’s expertise in Wealth Management and Protection Planning, helps his clients strive to turn their goals into a reality. As an industry veteran for nearly 30 years, Mark has become a Specialist in providing Guaranteed Streams of Retirement Income and Tax Managed Investments for his clients. He uses comprehensive Financial Strategies to create “Tiers of Liquidity,” to assist in his clients financial security. Mark has surrounded his financial practice with a dynamic team of Accountants, Attorney’s and other devoted professionals that can help assist in advising Mark’s clients in all areas of their financial life.

Mark works primarily in the medical market. As a Benefits Specialist, he has been a featured speaker at many medical conferences and hospitals on the east coast. Additionally, Mark works with other successful professionals and business owners to “Grow and Preserve” their wealth. His service oriented Financial Practice has enabled him to keep a relationship for longevity with his clients both locally and around the country.

Mark is a dedicated individual in his personal life as well. He is a life long New Yorker, who resides in Long Island. He is married and a proud father of 3 sons. He volunteers as a little league baseball coach. Mark likes to donate his time and his money to some special charities that are very close to his heart, such as Wounded Warriors and Tunnel to Towers. He realizes how fortunate he is to have a wonderful family and a successful career that creates life long relationships, all while doing what he loves.

DISCLOSURES:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. MDRT Top of the Table is based on minimum sales production requirements and gross business generated within a year. To be eligible for Top of the Table membership, an applicant must meet four times the production level of a base MDRT membership.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.