Citi Personal Wealth Management helps you connect today's needs with tomorrow's aspirations.
Whether you're juggling day-to-day finances, planning your child's education or looking ahead to retirement, we can help you map out a financial strategy that's focused on what's most important to you.
You'll work with an experienced Citi Personal Wealth Management Financial Advisor who will help you reach your individual financial goals, while we coordinate with trusted Citibank colleagues in banking and lending to identify ways you can simplify your finances. At Citi Personal Wealth Management, we'll help you put the pieces of your financial future together in a way that makes sense for you.
- 69 W Washington Street,
- Chicago, 60602
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Alex Marks leverages Citi's resources to provide tailored investment guidance and advice to affluent clients, including individuals, families, and businesses. He has more than 20 years’ experience with financial planning, wealth management and accumulation, and retirement income strategies.
Alex's commitment to honesty and integrity are the core principles on which he operates, which has helped him develop lasting relationships with his clients.
Alex is an Accredited Investment Fiduciary® and holds FINRA Series, 7, 63 and 65 licenses, as well as insurance licenses. He also has a degree in Marketing and Finance from Northeastern University.