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.
- 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.