Mark A. Davidson

Prior to establishing himself in the financial services industry, Mark was an entertainer.  He travelled and performed in theatre groups and theme parks from the upper mid-west to Orlando, Florida with finished career at the Walt Disney World Corporation. Mark went on to focus his future in finance.  He put himself through undergraduate school with the help of his former employer TD Banknorth.

He earned a bachelor’s degree in business administration with a minor in accounting.  His career led him to the National Life Group of Vermont, where he realized the value of life insurance and its capabilities for protecting individuals, families, and business owners, and become certified as a Life Underwriting Training Council Fellow (LUTCF).  He then joined regional banks in upstate NY to advance his knowledge and hone his understanding in the wealth management side of the business and earned his securities licensing and Certified Retirement Counselor (CRC) designation.  Mark took the leap to independence establishing Trinity Wealth Management, LLC in 2021. This practice allows him to engage in personalized financial advice for his clients, providing educational opportunities to them and dedicating quality service for their continued success. Marks clients know they have an advisor they can turn to, serving them today, tomorrow, and beyond.

After business hours, Mark works hard to spend quality time with the motivators behind his work, his lovely family of 8.  He, his wife Sarah, their 3 girls, and 3 boys, enjoy traveling, sports, music, outdoor activities, and friends.  Along with Bella, Molly, and Benji, Mark and Sarah strive to create lasting memories that hopefully inspire the next generation to change the world positively by showing them they can always achieve more than they believe they can.  Mark believes there is but one life to live, so live it to the max.