Marks & Associates

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


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Marks & Associates: An Ameriprise advisory practice serving the Oklahoma City, OK area.
Marks & Associates: An Ameriprise advisory practice serving the Oklahoma City, OK area.

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Advisors

Julie Marks, Private Wealth Advisor serving the Oklahoma City, OK area - Ameriprise Advisors

Julie Marks

CFP®, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Julie Marks's website
Jefferson Harris, Financial Advisor serving the Oklahoma City, OK area - Ameriprise Advisors

Jefferson Harris

CFP®, CRPC

Financial Advisor

Visit Jefferson Harris's website


Team

Garrett Perez

Garrett Perez

Financial Planning Assistant

Anna Hundley

Anna Hundley

Client Service Coordinator

Natalie Tomlin

Natalie Tomlin

Client Service Coordinator

Sherri Floyd

Sherri Floyd

Marketing Specialist