Advisors at this firm
Finn D
Series 65
Ellicott City, MD
Marks Wealth Management
Finn Drew is a Series 65 licensed advisor with Marks Wealth Management in Ellicott City, MD, where he has worked since 2022. He has one year of industry experience and has been affiliated with Marks Wealth, LLC since 2024. Drew has also been engaged as a student since 2012. Marks Wealth Management provides comprehensive wealth management and investment advisory services primarily to individual clients, as well as associated trusts, estates, charitable organizations, and business entities. The firm manages client portfolios on a discretionary basis, employing a global allocation strategy that integrates both fundamental and technical analysis, with a focus on ETFs alongside mutual funds and select individual securities.
Finnian D
Series 65
Ellicott City, MD
Marks Wealth Management
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.
Charles M
Series 66
Ellicott City, MD
Marks Wealth Management
Charles Marks is a financial advisor at Marks Wealth Management in Ellicott City, MD, holding a Series 66 designation with 14 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Marks Wealth Management in 2020. 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, employing a global allocation approach that integrates both fundamental and technical analysis, with an emphasis on ETFs.
Catherine J
CFP®, Series 66
Ellicott City, MD
Marks Wealth Management
Catherine Jackson is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Marks Wealth Management since 2020 and previously at Wells Fargo Clearing. Before entering the financial industry, she was employed at Towson University. Marks Wealth Management provides comprehensive wealth management and investment advisory services primarily to individual clients and their associated trusts, estates, charitable organizations, and business entities. The firm manages portfolios on a discretionary basis, employing a global allocation approach that integrates both fundamental and technical analysis.
