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.
Catherine Cavalier Jackson, Principal Financial Planner
Contact
Phone: (410) 934-1199
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
Catherine serves as the Principal Financial Planner and Operations Manager at Marks Wealth Management. She focuses primarily on client-facing work and ensuring a seamless experience throughout the financial planning process.
She joined the team in 2016 as an intern during her final semester at Towson University, joined full time upon graduation, and earned her Certified Financial Planner® designation in 2019. She has since added the Registered Social Security Analyst® and Accredited Investment Fiduciary® designations.
Building the Client Experience
Catherine has been instrumental in building the firm’s client service model, implementing strategies that increased the efficiency of how the team delivers ongoing guidance. She brings a structured, detail-oriented approach to every engagement and leverages her planning credentials to assist clients with financial and retirement planning decisions.
Beyond the Office
Outside of work, Catherine enjoys spending time with her friends and husband and making trips to visit her family in New Jersey.
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