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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.

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Charles Marks 

CEO & Managing Director

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Catherine Cavalier Jackson, CFP®, RSSA, AIF®

Principal Financial Planner

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Taylor Achille

Complex Director 

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Finnian Devine

Junior Associate

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Finn Drew

Financial Advisor

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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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Charles Marks 

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CEO & Managing Director

Forbes Magazine ranked Charlie #4 in 2020’s Top Next-Gen Wealth Advisor and  #44 in 2023’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.

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Catherine Cavalier Jackson, CFP®, RSSA, AIF®

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Principal Financial Planner

As the Principal Financial Planner and Operations Manager at Marks Wealth Management, 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. She 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 husband and visiting her family in New Jersey.

Catherine Cavalier
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Taylor Achille

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Complex Director

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 fiance 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.

Taylor Achille
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Finnian Devine

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Junior Associate

Finnian grew up in Howard County Maryland. He comes from a large family with five siblings and learned from the beginning stages of his life the importance of leadership, teamwork, and problem-solving. Finn is currently a Junior at the University of Maryland and has found a keen interest in wealth management and hopes to pursue this path in the future.

 

While interning at Marks Wealth Management, Finn is pursuing his Finance degree at the Robert H. Smith School of Business. Before working at Marks Wealth Management, Finn interned for a private equity-owned company where he helped with financials for an acquisition and did financial modeling. Finn has recently passed his CMT Level 1 exam! 

 

Outside of work, Finn enjoys spending his time at the golf course, watching football and baseball, and attending country concerts. He is a devoted Philadelphia sports fan and loves rooting his Eagles on.

Finnian Devine
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Finn Drew

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Financial Advisor

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

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