Marks & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


close

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

View Larger


Advisors

Julie Marks

CFP®, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Julie Marks's website

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

Sherri Floyd

Sherri Floyd

Marketing Specialist