Meet Richard Gloekler
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.
Richard T. Gloekler, Financial Advisor
Contact
Phone: (410) 934-1301
Email: richard@MarksWM.com
LinkedIn: Richard Gloekler
Richard T. Gloekler, Associate Advisor
At a Glance
Role:
Associate Advisor
Education
B.S. Economics, University of Maryland
With the Firm Since
2026
Areas of Focus
Client onboarding, financial planning introduction, relationship management
Location
Ellicott City, Maryland
Professional Background
Richard serves as Associate Advisor at Marks Wealth Management, where he focuses on helping prospective clients take the first steps toward achieving their financial goals. He works closely with the advisory team to introduce individuals to the firm’s planning process and ensure they receive a high level of service and attention from the very beginning of their relationship.
A Maryland native, Richard earned his degree in Economics from the University of Maryland. While in college, he developed a strong interest in finance, which, combined with his desire to work with and help others, ultimately led him to begin his career in the industry. He first joined Marks Wealth Management as an intern and has since transitioned into a full-time role with the firm. He is currently pursuing the required industry licenses as he works toward becoming a Financial Advisor.
A Relationship-First Approach
Richard’s strong work ethic, relationship-focused approach, and commitment to helping others continue to guide his interactions with clients and contribute to the personalized experience the firm strives to provide.
Beyond the Office
Outside of work, Richard enjoys golfing, exercising, watching sports, and spending time with friends and family.
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