Charles Marks CEO and Managing Director
Contact
Phone: (410) 934-1199
Email: Charles@MarksWM.com
LinkedIn: Charles Marks
Charles Marks CEO and Managing Director
At a Glance
Role:
CEO and 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); 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.
Beyond the Office
Charlie spends his time outside of work with his wife Taylor Achille 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 Clients Say About Us
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
Marks Wealth Management goes above and beyond any expectations you may have. The entire staff is professional, friendly and caring. We made the right/best decision by choosing Marks Wealth Management for our investment firm.
Patricia Jacoby
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