Mark I. Conway, GRI, CRS, CFP®

Mark I. Conway, GRI, CRS, CFP®

Conway & Co. Financial Services was established in 1967. Mark I. Conway, founder, has been assisting clients in planning their financial futures since that time. Mark through his affiliation with Cambridge Investment Research, Inc. addresses retirement planning, estate planning, tax reduction strategies, and college funding.

A native of North Carolina, Mark is a graduate of the College for Financial Planning entitling him to use the CERTIFIED FINANCIAL PLANNER TM professional  designation. He is a Registered Representative and an Investment Advisor Representative with Cambridge and holds a principals license with that firm. In the securities industry, he holds general securities 1, FINRA Series 7, 63, and 24 registrations.  He holds insurance licenses including Life/Heath, Long Term Care, Disability, Property/Casualty, and variable products.    

Mark is also a graduate of the Realtors Institute at the University of North Carolina at Chapel Hill and holds the GRI (Graduate Realtors Institute) and CRS (Certified Residential Specialist) designations.

Mark is married to Susan H. Conway.  Together they have five children.  They reside in Kinston.

Mark’s feelings for his clients over the years have evolved into what is now the firm’s mission statement – “Helping People Plan Their Financial Futures”.