Your browser is out of date and not supported. We recommend you update your browser for a better online banking experience. Learn More
 
Select Your Residential State
Please select your state
 
There are some errors on this page.
  • Please enter your state.
  • Product offerings may differ among geographic locations. By selecting your state of residence, you'll be shown the specific terms and rates that will apply to your new account.

    Please note: If you choose to cancel this process, you may be redirected to a page other than the one you requested.

    CITI PERSONAL WEALTH MANAGEMENT

    We help you connect the pieces of your financial picture

    At every stage of your life, Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child's education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what's most important to you.

    Backed by Citi's industry-leading wealth planning process and global product and research capabilities, an experienced Citi Personal Wealth Management Financial Advisor will work with you every step of the way—from identifying your financial goals to helping you make them a reality. We'll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

    Alex Marks, AIF® -Financial Advisor Director - Wealth Management
    Phone:
    1-312-977-5163
    Fax:
    1-312-977-5190
    Email:
    alex.marks@citi.com
    Address: 
    69 W Washington Street,
    Chicago, 60602
    View Map

    PROFILE:

    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.

    INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

    Additional Resources

    You are viewing Rates and Terms & Conditions applicable to a state other than where you live. These Rates and Terms & Conditions may differ from those applicable to your state of residence and will not apply to new accounts you open online. When you open your new account online, Rates and Terms & Conditions will be determined by your state of residence.

    Select Continue to proceed or choose Cancel to modify your selection.

    Share Your Screen With A Phone Representative

    During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

    If you need assistance from a Citi representative, contact us via chat or phone