Investments

Investment and retirement planning with Mark Durfee

Mark Durfee
7121 Afton Dr.
Knoxville, TN 37918
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or Call 865-936-3652

Mark S. Durfee has been in our agency, at Bob Johnson Insurance, since 1996. We have an agency partnership with him and trust him to handle business with our clients with the highest level of integrity and professionalism. Due to security regulations, Mark must maintain a separate website. By clicking here or on the button below, you are able to link to his website to obtain further financial advising.

Mark S. Durfee began his practice for the purpose of offering a broad and diversified menu of professional financial services as well as some of the highest quality financial products available in the marketplace. Mark is highly skilled with over 20 years experience in the financial service industry.

The purpose of Mark’s professional financial advising is to actively discover unexposed solutions for his clients by allowing them to communicate their goals and objectives. This is accomplished by combining these solutions to a complete range of financial products and services designed to focus on the client’s immediate and future needs and desires.

Mark has always been a leader in his community. He attends Salem Baptist Church. He has served as Treasurer for his prior church, Central Baptist Church of Fountain City (~2500 membership). He has also served as Chairman of the budget/finance committee of his prior church. He has served as Vice President of the Halls Business and Professional Club. He has been married for over 18 years to Susan Durfee, who previously served as a 3rd grade teacher at Adrian Burnett Elementary. They are proud parents of Elizabeth Ann Durfee born March 15, 1998 and Brett Durfee born April 25, 2003.

Mark’s previous financial service industry experience includes office manager of Home Federal Bank’s Broker/Dealer (Home Financial Services, Inc.). Mark has been responsible for clearing security trades though the Depository Trust Company (DTC) and the Federal Reserve System, HFSI general ledger, HFSI customer accounts, HFSI reporting to meet compliance requirements, and analysis and payments of Collateralized Mortgage Obligations held on Home Federal Bank’s portfolio. Mark has been Home Federal Supervisor for funds and security transfer within the Federal Reserve System. Mark has been responsible for maintaining the cash position of Home Federal Bank (e.g. investing in Fed funds) and interest payments due on security positions held by Home Federal Bank. Since 1996, Mark has been working closely with independent insurance agencies by providing life and health insurance needs for his customers. Since 1998, Mark has been rounding out his business by providing financial advice for his clients. SagePoint Financial, Inc., Mark’s current broker/dealer, has been pivotal in collaborating with Mark so that he may provide his clients the most comprehensive investment approach. This approach helps to meet his client’s financial goals and objectives.

Mark S. Durfee is a broadly diversified financial advisor that began his business for the purpose of achieving one key mission – adding value to people through wise advice with a personal touch.