Finnian Devine is a financial advisor at Marks Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Marks Wealth Management, he worked at Advarra, Inc and Stella Notte. Marks Wealth Management provides comprehensive wealth management and investment advisory services primarily to individual clients and related entities. The firm manages portfolios on a discretionary basis using a global allocation approach that incorporates both fundamental and technical analysis.

Richard Gloekler is a financial advisor at Marks Wealth Management in Ellicott City, MD. He holds a Series 65 designation and has recently started his career in financial advising, with prior experience at the University of Maryland. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services including financial planning, consulting, and discretionary portfolio management, with an investment approach focused on globally allocated portfolios and active management.

Charles Marks is a financial advisor at Marks Wealth Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services, including financial planning, consulting, and discretionary portfolio management, with a focus on globally allocated portfolios that primarily use exchange-traded funds alongside mutual funds and individual securities.

Catherine Jackson is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Marks Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management services, combining financial planning, consulting, and discretionary portfolio management with a focus on actively managed, globally allocated portfolios primarily using ETFs.