Charles Marks is the CEO and Portfolio Manager with Marks Wealth Management in Annapolis Maryland.
*Forbes Magazine has recognized Charles as Best-In-State Wealth Advisor for 2020.*
*Forbes Magazine has recognized Charles as one of America's Top Next-Generation Wealth Advisors for 2020.*
Charles provides personalized investment advice for select Fortune 500 company employees, affluent families, corporate executives and retirees. He holds his Series 7 and 66 registration as well as insurance license along with a BS in Finance and Marketing from Salisbury University, Perdue School of Business.
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Charles Marks is the CEO and Portfolio Manager with Marks Wealth Management in Annapolis Maryland.
*Forbes Magazine has recognized Charles as Best-In-State Wealth Advisor for 2020.*
*Forbes Magazine has recognized Charles as one of America's Top Next-Generation Wealth Advisors for 2020.*
Charles provides personalized investment advice for select Fortune 500 company employees, affluent families, corporate executives and retirees. He holds his Series 7 and 66 registration as well as insurance license along with a BS in Finance and Marketing from Salisbury University, Perdue School of Business.
Specialties: Corporate Wealth Planning
Charles can be contacted at
[email protected] or by phone 410-934-1199.
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