Earl Marks, AWM, CFP®

Senior Vice President - Branch Director, Senior Consulting Group


Services and Solutions Provided to Clients:

  • Creating Current and Future Income Streams
  • Developing and Implementing an Investment Strategy
  • Responding to Changing Client and Economic Realities
  • Simplifying the Complicated


Working with pre-retirees and retirees for the past 30 years, Earl Marks specializes in preparing and providing his clients with the lifestyle they desire for their future. Previously an on-location pre-retirement and retirement instructor for a Fortune Five Hundred company, Earl has educated thousands of employees on how to effectively produce income once the paychecks stop. He uses a variety of investment vehicles, including: municipal, corporate and asset-backed bonds, preferred and common stocks, mutual funds, annuities, and life insurance to create reliable income steams for his clients and their families.