Meet the Marks Wealth Management Team
The team behind your financial plan is young, credentialed, and built for the long term. Every member of the Marks Wealth Management advisory team works from our Ellicott City, Maryland office, where your plan is built, managed, and monitored every day.
Charles Marks CEO and Managing Director
Contact
Phone: (410) 934-1199
Email: Charles@MarksWM.com
LinkedIn: Charles Marks
Charles Marks, Founder and CEO
At a Glance
Role:
CEO & Managing Director
Credentials
Series 7, Series 66, Insurance License
Education
B.S. Finance and Marketing, Salisbury University Perdue School of Business
Recognition
Forbes Best-In-State Wealth Advisor (2018, 2019, 2023, 2024, 2025, 2026); Forbes Top Next-Gen Wealth Advisor (2017, 2018, 2019, 2020); #4 nationally in 2020
Areas of Focus
Active portfolio management, Retirement planning, Retirement Red Zone strategy, pre-retiree wealth protection
Location
Ellicott City, Maryland
Professional Background
Charlie Marks founded Marks Wealth Management on a straightforward conviction: every recommendation should be made in the client’s interest alone. Before launching the firm, he built his career at Merrill Lynch, Wells Fargo, and Bank of America, developing the investment management experience that drives the firm’s active approach.
Forbes has recognized Charlie every year since the publication began covering his work, including ranking him #4 nationally among Top Next-Gen Wealth Advisors in 2020 and naming him a Best-In-State Wealth Advisor for Maryland in 2023, 2024, and 2025.
A Firm Built on Conviction
Charlie started in the industry at 20 years old as an intern, and he knew almost immediately what kind of advisor he wanted to become: one whose sole focus was his clients and their best interests. He earned his Bachelor of Science in Finance and Marketing from Salisbury University’s Perdue School of Business.
In 2020, in the middle of a pandemic, he put that vision into practice. While other advisors pulled back from new relationships, Charlie launched Marks Wealth Management. Today, the firm serves Fortune 500 employees, corporate executives, affluent families, business owners, and retirees across multiple states.
Beyond the Office
Charlie spends his time outside of work with his wife Taylor Marks and their two Cavalier King Charles Spaniels. He is a devoted Ravens fan, an early riser who commits to morning workouts before the markets open, and someone who looks forward to watching games with close friends and family.
He values the personal connections he builds with clients, many of whom have become close friends over the years.
What Our Clients Say
Have been with MWM since retiring in 2022 and it’s one of the best financial decisions I’ve ever made. They have solid investment strategies with expert analysis that adapts to the ever changing markets in order to grow your portfolio. This coupled with regular communications and support have made the financial side of retirement a piece of cake. So, check out MWM and make your life easy.
Cary Allen
The entire Marks Wealth Management team is great to work with. Since investing with them, my portfolio has steadily increased and reaffirms what a great decision it was to trust them with my portfolio.
Donnie Halloway
As an older retiree, I have depended on Charles and his team to help keep me as independent as possible. I am one of the few among my friends who doesn’t seem to have money worries. Special thanks to Catherine and Taylor for all your care.
Jan Dove
I’ve been with Charlie MWM for 11 years now and could not be more pleased. His staff is very attentive, knowledgeable and professional. In a word …outstanding!
Joe Karl