Marks Wealth, LLC
Charles N. Marks is the Chief Executive Officer at Marks Wealth, LLC since September 2020. Prior to that, Charles N. served as Managing Director - Financial Advisor at Wells Fargo Advisors from October 2015 to September 2020. Charles N. also held the title of First Vice President - Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation from July 2011 to September 2015. In addition, Charles N. was a Financial Advisor at Morgan Stanley from January 2011 to May 2011.
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Marks Wealth, LLC
Marks Wealth Management offers individualized financial planning, both locally and remote, to help individuals and companies reach their short-term and long-term goals. Our Forbes nationally ranked team works through wealth management, portfolio & asset management advice, and legacy planning. Our services include: retirement planning, financial & investment management, risk management, tax efficiency, legacy & estate planning, and behavioral finance coaching. In an increasingly complex global market, we are dedicated to monitoring your financial future, so you can focus on the moments that matter most in life!