Bulmer, Mark D.

Mark D. Bulmer

Financial Advisory Partner

EDUCATION

  • Florida State University – B.S. Accounting
  • Villanova University – Master of Taxation

Community Involvement

  • American Institute of Certified Public Accountants – Member
  • North Carolina Association of Certified Public Accountants – Member
  • Society for Financial Service Professionals – Member
  • Leadership High Point 2011

Meet Mark

Mark is one of the founding partners of Smith Leonard as well as a former Managing Partner of the firm. As a CFP® as well as a CPA, he provides comprehensive wealth management services to our clients, including long-term tax planning along with holistic financial and estate planning services. Investment management services are offered through Mark’s affiliation with Forum Financial Management, LP

Highlights

  • More than 35 years of experience serving high-net-worth individuals and families.
  • Specializing in working with business owners, including long-term tax planning, planning for business transactions (sales, mergers), and retirement and estate planning.
  • CPA/PFS (Personal Financial Specialist) Designations
  • Certified Financial Planner ®
  • Certified Estate and Trust Specialist (CES)
  • NC CPA License #18992
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