Marks & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Marks & Associates
Team photo for Marks & Associates

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Advisors

Advisor photo for Julie Marks

Julie Marks

CFP®, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Julie Marks's website
Advisor photo for Jefferson Harris

Jefferson Harris

CFP®, CRPC

Financial Advisor

Visit Jefferson Harris's website
Advisor photo for Alan J Goldfarb

Alan J Goldfarb

Financial Advisor

Visit Alan J Goldfarb's website


Team

Anna Hundley

Anna Hundley

Client Service Coordinator

Garrett Perez

Garrett Perez

Financial Planning Assistant

Sherri Floyd

Marketing Specialist

Natalie Tomlin

Financial Planning Specialist