Charles N. Marks Email & Phone Number

Charles Marks is the Founder and CEO of Marks Wealth Management.Forbes Magazine has recognized Charles as one of the Best-In-State Wealth Advisors for 2023.In 2009, Charles Marks, a then 20-year-old Junior, started working as an intern at Merrill Lynch. From this modest, but determined beginning, Charles immediately knew that he wanted to become a financial advisor whose sole focus was his clients and their best interests. This mind set and approach earned him the opportunity to establish what would one day become Marks Wealth Management.Charles founded Marks Wealth Management in 2020 during the pandemic and has since served as the firm’s Chief Executive Officer. Today, Marks Wealth Management has been recognized as a premier investment firm and manages over 375 million in client assets.Charles provides personalized investment advice for select Fortune 500 company employees, corporate executives, affluent families, business owners and retirees. He is a registered investment adviser and earned a Bachelor of Science degree in Finance and Marketing from Salisbury University, Perdue School of Business.Charles enjoys spending his personal time with his fiancé, Taylor Achille, and their two Cavalier King Charles Spaniels. He is also an early riser who commits himself to regular morning workouts to ensure his body and mind can withstand the long hours of each day. Overall, his ability to balance his family and work-life has been integral to his success. Charles enjoys making personal connections with his clients. He is very appreciative of his network of great people that have become very close friends and family.This information is intended for use only by residents of CA, DC, DE, FL, MD, NJ, OH, PA, SC, UT, VA, WV only.Charles can be contacted at Charles@MarksWM.com or by phone 410-934-1199.

Listed skills include Retirement Planning, Finance, Investments, Financial Analysis, and 5 others.