Defiant Wealth Management in New Mexico w/Mark Trimmer

In this in-depth Heart of Business interview, Mark Trimmer of Raymond James shares his unconventional approach to wealth management, investment strategy, and financial advising in New Mexico. From navigating market volatility and resisting one-size-fits-all portfolio models to leading through economic storms, Trimmer explains why experience, adaptability, and client trust matter more than formulas. A candid conversation on independent financial advising, long-term investing, leadership gaps in New Mexico, and what it takes to protect and grow wealth in uncertain times. Watch Full-Length Interviews: https://www.youtube.com/@NewMexicoSunPodcasts/videos