AXA Advisors

Senior Executive Vice President, South Central Division


Mark is the Senior Executive Vice President, South Central Division, of the Greater Washington, DC Branch of AXA Advisors, LLC. AXA Advisors helps to provide comprehensive financial strategies for individuals in the key areas of retirement and estate planning, and corporate fringe benefit planning for institutional, public and privately-held companies.

Mark focuses on the areas of Estate Planning*, Business Continuation Planning and Corporate Executive Benefit Planning.

Mark is a frequent lecturer on topics in each of these areas and is actively involved with Temple University providing Planned Giving seminars for Alumni and friends of the University. Mark has also spoken before numerous industry organizations including the annual meeting of the Association for Advanced Life Underwriters.

Mark is a past president of the Greater Philadelphia Chapter of Financial Service Professionals (formerly American Society of Chartered Life Underwriters and Chartered Financial Consultants), one of the nation's largest chapters and founder of the chapter's Professional Day event.

 

Education:

  • Drexel University, BS Business
    Philadelphia, PA
  • Temple University School of Law, Juris Doctor
    Philadelphia, PA 
  • American College
    Bryn Mawr, PA 
  • College for Financial Planning
    Denver, CO
     

 

Professional Designations:

  • Chartered Life Underwriter professional designation from the American College
  • Chartered Financial Consultant professional designation from the American College
  • CERTIFIED FINANCIAL PLANNER™

* Funded through the use of life insurance and other financial products

 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Present Memberships & Affiliations:

 

  • Society of Financial Service Professionals
  • Financial Planning Association(FPA)
  • Association for Advanced Life Underwriting
  • Pennsylvania Bar Association

 

If you would like to contact Kristie Burton, please click on her name below:

  • Kristie Burton

 

 

 

 

 

 

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →