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Get to Know Marks Wealth, LLC

Trust, communication and commitment are the core traits embodied by each member of the carefully selected Marks Wealth LLC team.

Charles Marks 

CEO & Managing Director

Catherine Cavalier, CFP®

Principal Financial Planner

Taylor Achille

Principal Relationship Manager

Wendy Franklin-Bayley

Office Manager & Principal Compliance Officer

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Trust, communication and commitment are the core traits embodied by each member of the carefully selected Marks Wealth LLC team.

 

Charles Marks 

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CEO & Managing Director

Forbes Magazine ranked Charlie #4 in 2020’s Top Next-Gen Wealth Advisor and  #46 in 2020’s Top-In-State Wealth Advisor list for the state of Maryland. Charlie has a proven track record of strong financial performance with his clients. Since launching their list, Forbes Magazine has recognized Charlie every year including ranking him as a Best-In-State Wealth Advisor in 2018 and 2019 and as a Top Next-Gen Wealth Advisor in 2017, 2018, and 2019.

 

His team provides personalized investment advice for select Fortune 500 company employees, affluent families, corporate executives, and retirees. He holds a Series 7 registration, Series 66 registration, and insurance license in addition to a Bachelor of Science in Finance and Marketing from Salisbury University, Perdue School of Business. His education, experience, certifications and daily commitment all contribute to his ability to update portfolios and manage investments for each individual client.

 

Charlie enjoys spending his personal time with his fiancé Taylor Achille and their two Cavalier King Charles Spaniels. Additionally, he is an avid Ravens fan who looks forward to watching the games with his close friends and family. He is also an early riser who commits himself to regular morning workouts to ensure his body and mind can withstand the long hours of each day. Overall, his ability to balance his family and work-life has been integral to his success.

 

Charlie enjoys having a personal connection with his clients. He is very appreciative of his network of great people that have become very close friends and family.

Catherine Cavalier, CFP®

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Principal Financial Planner

As the Principal Financial Planner and Operations Manager at Marks Wealth LLC, Catherine focuses primarily on client-based work, ensuring an effortless and enjoyable experience throughout the financial planning process.

 

With a bachelor’s degree in Marketing & E-Business from Towson University, Catherine has been an integral part of the team since 2016. She holds Series 7 and 66 licenses and went on to earn her Certified Financial Planner® designation in 2019 and enjoys leveraging her knowledge and experience to assist in financial and retirement planning for our clients.

 

Having interned with Marks Wealth LLC during her final college semester, she began working full time with the team upon graduation. Since then, she has implemented strategies to increase the efficiency of our client service model while growing and developing the company in the process.

 

Outside of work, she enjoys spending time with her friends and fiancé and visiting her family in New Jersey.

 

Taylor Achille

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Principal Relationship Manager

Before earning her Bachelor of Finance degree from Loyola University in 2019, Taylor Achille 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 Principal Relationship Manager. Since then, Taylor has earned her SIE, Series 7, and Series 66 licenses.

 

Taylor’s pastimes include spending time with her boyfriend Charlie Marks, friends, family and their beloved dogs. She is a devoted animal lover with two dogs. She is also an avid traveler with a commitment to lifelong learning.

 

Each day, Taylor seeks out new and innovative ways to help enhance the offerings of the team.

 

Wendy Franklin-Bayley

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Office Manager & Principal Compliance Officer

Wendy Franklin-Bayley is the Office Manager and Principal Compliance Officer at Marks Wealth LLC. With over 20 years of experience in the financial industry, she understands the nuances of private banking and wealth management on an in-depth level. She believes in hard work, persistence, and treating everyone with courtesy and respect.

 

Wendy brings a wealth of knowledge to the team from her previous positions at Wells Fargo Advisors, Morgan Stanley, Deutsche Bank, TD Waterhouse, and JP Morgan Chase. Wendy holds Series 7, 63, and 9/10 FINRA licenses and is currently preparing for the Series 66 licensing exam. 

 

In her free time, Wendy enjoys discovering new walking trails and spending time with her family.

 
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We balance time-tested financial principles with leading technology to deliver an unparalleled client experience.