Mark S. Durfee is a licensed investment professional located in the Halls Community of Knoxville, TN. Mark offers strategies and quality customer service to his client base. Mark has lived in Knox County for over 53 years and has been in the financial services industry for over 33 years. Mark is a Christian, a forgiven follower of Jesus Christ. Mark values that to be the greatest decision he ever made. Second to being a Christian, Mark is a husband, and deeply in love with his wife, Susan, for over 30 years. He is a father to his three children, Elizabeth Ann, Brett and Amber, and enjoys watching them grow as they continue to make decisions more and more on their own. Mark added a son-in-law, Grant Wishart, in March of 2020 and later in 2023 added a daughter-in-law, Keaton Hubbs, to the family. In July 2021, Oliver, his grandson, was born and his eyes were opened to see God's world as never seen before. Mark's first granddaughter, Eloise, was born in October of 2024. Mark values his family as an extremely important part of his life and enjoys traveling and creating memories with them. He enjoys reading James Patterson books. He enjoys singing and worshiping at Salem Baptist Church. He enjoys the hobby of collecting NFL football cards, as well as watching NFL games. Mark enjoys exercising by playing golf and walking.
Mark's financial service industry experience began in downtown Knoxville at Home Federal Bank's Broker/Dealer (Home Financial Services, Inc.). After leaving Home Federal Bank in 1996, Mark worked as an independent agent for a family-owned insurance agency in the property and casualty, as well as life and health insurance business. At this same time, Mark rounded out his self-employed status, by providing financial advice for his clients. In 1998, Mark began Durfee Financial Services to assist individuals in making decisions to help themselves and their families to become more financially confident through the help of his financial advising practice.
Mark's business has had many changes over the last 25 years. He has added staff and watched some retire. He has and continues to supervise financial advisors under his leadership. He has kept his promise to financially advise David Lambert's investment book of friends and clients after the Lord “called David home” in May of 2021. There continues to be “new doors” in Mark's life that he walks through as change occurs around him. Through advice from his wife, family, friends and life councilors, Mark uses wisdom and prayer to guide him in the direction that is best for his business.
Mark's current broker/dealer, LPL Financial, has been pivotal in collaborating with Mark so that he may continue a profitable business and provide his clients the most comprehensive investment approach possible. This approach helps his clients pursue their financial goals and objectives.
Newsletters
-
You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
-
HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
-
Are You Spending Money to Keep Stuff You Don’t Need?
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
-
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.