AVANT CAPITAL - Key Persons

Job Titles:

• Founder and Investment Advisor Representative

As an investment advisor representative, insurance agent, and registered representative at one of the nation's largest life insurance companies, Mark provided insurance planning and investment management services from 1994 to 2014. Throughout his career with New York Life Insurance Company, he was recognized as a leader in life insurance, long term care and disability sales and was a multiyear qualifier for the Million Dollar Round Table. He also achieved Council status for 18 of his 20 years with the firm, and in 2013, his final year at New York Life, he achieved Chairman's Council status, the highest of all Council levels. Over the years Mark studied for and passed the Life and Health Insurance Exam, the Series 63 Exam, the Series 7 Exam and the Series 65 exam. By the end of 2013, he held more than $40 million in assets under management and earned the trust of a considerable client base that has remained with him over the years. He prides himself on building his business on the referrals of highly satisfied clients and for his long-term client relationships, many of whom have worked with him for nearly two decades. Mark feels there is no greater compliment than a client referring a friend or loved one to him for advice. Prior to his career in the financial services industry, Mark worked side by side with his father in their family-owned retail jewelry business in Lafayette, LA. as a co-owner and gemologist. It was during this time that he learned the challenges and rewards of owning and managing a small business. His father taught him by example about the power of hard work, dedication, honesty, and integrity in both business and personal life. He learned at a very young age the value of a dollar earned and the importance of having a financial plan and managing it correctly. This experience was the foundation for his dedicated and passionate career in the financial services industry. Immeasurable hours of studying, research, planning, industry experience, and face-to-face interaction with investors of all types over the past 20 years led to him opening the doors to his own firm with great confidence and gratitude. Mark founded Avant Capital, LLC, a Registered Investment Advisor, in January, 2014. Founded in January 2014 by Mark A. Avant and based in Lafayette, LA, our husband/wife team at Avant Capital, LLC, consists of Mark and Lisa Avant. Together the two have been trusted service providers for more than 35 combined years in the financial and insurance services industry. A Registered Investment Advisor, the firm provides investment advisory, investment management, wealth management, insurance planning, retirement planning, college funding and employer-sponsored retirement plan services. All services, excluding the sale of traditional fixed annuities and insurance, are offered on a fee-only basis. Our clients include individuals and families, self-employed professionals, entrepreneurs, business owners and their employees, working professionals, and retirees. Having worked with many of our clients for nearly two decades, our many referrals have broadened our reach well beyond Louisiana, and now extend to Texas, Washington, California, Colorado, Mississippi, North Carolina and in between. We are currently expanding into the Florida Panhandle, with a focus on Destin and South Walton, which includes Sandestin, Miramar Beach, Blue Mountain, Grayton Beach, and Santa Rosa.