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.

Taylor Marks, Managing Director

Contact

Phone: (410) 934-1199
Email: Taylor@MarksWM.com
LinkedIn: Taylor Achille

Taylor Marks, Managing Director

At a Glance

Role:

Managing Director

Credentials

SIE, Series 7, Series 66

Education

B.A. Finance, Loyola University (2019)

With the Firm Since

2020 (previously interned prior to graduation)

Areas of Focus

Client relationships, compliance oversight, firm operations, brand and aesthetic direction

Location

Ellicott City, Maryland

Professional Background

Taylor serves as the Managing Director at Marks Wealth Management, where she oversees client relationships, compliance, and the firm’s operational and aesthetic direction. All content and brand output is reviewed and approved under her guidance before publication.

Before earning her Bachelor’s of Finance degree from Loyola University in 2019, Taylor Marks was serving as an intern at Marks Wealth LLC. Coupled with her academic merit, Taylor’s financial management proficiency earned her a position at TD Ameritrade as a financial consultant. In 2020, she decided to return to Marks Wealth LLC for a full-time position as the Managing Director.

Innovation and Client Experience

Each day, Taylor seeks out new and innovative ways to help enhance the offerings of the team. One of her favorite parts of the job is using her creative skills to help design Marks Wealth Management’s new offices and branded clothing for the team!

Beyond the Office

Taylor’s pastimes include spending time with her husband Charlie Marks, friends, family and their two dogs, Forbes and Judy. She is a devoted animal lover, always looking to volunteer and spend time with animals in need.

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