Mark Monroe Whitman

Employer firm

Highland Investment Advisors LLC CRD 141694

$368M regulatory AUM 65 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Highland Investment Advisors Llc Dba Whitman Wealth Management
  Ponte Vedra, FL
• 01/2020 → 02/2025
  Highland Investment Advisors Llc Dba Whitman Wealth Management
  Ponte Vedra, FL
• 01/2020 → Present
  Beverly Whitman Cpa
  Ponte Vedra, FL
• 11/2004 → 12/2019
  Sony Electronics
  San Diego, CA

Other Businesses

BEVERLY WHITMAN CPA; NOT INVESTMENT RELATED; ENROLLED AGENT; PONTE VEDRA, FL; START DATE 01/2020; APPROXIMATELY 40% OF TIME

Designations

• Certified Financial Planner