Meet Catherine Jackson
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.
Catherine Cavalier Jackson, Principal Financial Planner
Contact
Phone: (410) 934-1301
Email: Catherine@MarksWM.com
LinkedIn: Catherine Cavalier Jackson
Catherine Cavalier Jackson, CFP®, RSSA, AIF®
At a Glance
Role:
Principal Financial Planner
Credentials
Certified Financial Planner® (CFP®), Registered Social Security Analyst® (RSSA), Accredited Investment Fiduciary® (AIF®), Series 7, Series 66
Education
B.S. Marketing and E-Business, Towson University
With the Firm Since
2016
Areas of Focus
Comprehensive financial planning, retirement planning, Social Security optimization, client service
Location
Ellicott City, Maryland
Professional Background
As Principal Financial Planner and Operations Manager at Marks Wealth Management, Catherine oversees both the client planning process and the internal operations that help keep the firm running smoothly.
Catherine earned a bachelor’s degree in Marketing & E‑Business from Towson University and has been with Marks Wealth Management since 2016, beginning as an intern before growing into a key leadership role within the firm. She holds her Series 66 license and has earned her Certified Financial Planner® (CFP®), Accredited Investment Fiduciary® (AIF®), and Registered Social Security Analyst (RSSA®) designations.
Building the Client Experience
Catherine helps clients with comprehensive financial and retirement planning, with a focus on long-term goals and practical solutions that support their overall financial well-being. She works to make sure clients feel informed, supported, and confident in their decisions.
Beyond the Office
Outside of work, Catherine lives in Millersville with her husband and daughter and enjoys spending as much time as possible with her family. She is originally from New Jersey and makes frequent visits back home to see her family.
Catherine values balance, hard work, and meaningful relationships, and those values carry into the way she works with clients every day. She is passionate about fitness and makes time for regular workouts, which help her stay focused, disciplined, and grounded. Her approachable personality and organized style make her easy to connect with and reliable to work alongside over the long term.
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