Mark Philpott
Mark Philpott
Financial Advisor
(800) 285-5669 Ext. 8322
100 Kelly Drive
Bardstown, KY 40004
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My Background

I help individuals and families at Abound Investment Services located at Abound Credit Union to reach their financial goals by providing sound financial advice based on my 32 years of experience in the industry. We work together to create realistic and detailed financial plans specific to each Member. I am deeply committed to my clients’ financial well being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.

As a financial professional, I want to improve the lives of my clients. Whether you are young first-time investor, a new family concerned with balancing retirement and education planning goals, or a 'seasoned citizen' like myself at or near retirement, we all need the advice and help from an unbiased Financial Advisor at different points in our lives. It's my honor to help our Members with those decisions that will affect the rest of their lives.


Education:

  • Associates Degree - Data Processing - University of Kentucky / Jefferson Community College
  • Associates Degree - Business Management - University of Kentucky / Jefferson Community College
  • Associates Degree - Liberal Arts - University of Kentucky / Jefferson Community College

Professional Licenses:

  • FINRA Registered


Professional Services
  • Retirement Planning
  • Investment Management for Seniors
  • Investment Management
  • 401(k) Planning
  • Education Funding