Aaron Marks
Aaron Marks is the Founding Partner and Chief Strategy Officer of Amplius Wealth Advisors. He is responsible for driving the strategic direction, vision, and growth initiatives for the firm. A nationally recognized wealth advisor, Marks possesses unique insight into the ever-changing landscape of wealth management. Prior to Amplius, Marks was consistently recognized as a top advisor at Merrill Lynch, where he focused on a holistic wealth planning process for clients throughout the United States.
Aaron Marks Professional Experience / Academic History
Professional Experience
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Founding Partner and Chief Strategy Officer
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Senior Vice President and Senior Financial Advisor
Academic History
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Bachelor's Degree in Finance
AWARDS AND RECOGNITIONS
- Marks was named in February of 2021 as a “Best-In-State Wealth Advisor” from Forbes.
- He has been ranked by Forbes as an “America’s Top Next-Generation Wealth Advisor” every year since the ranking’s inception in 2017.
PERSONAL LIFE
- Marks grew up in the Philadelphia suburbs.
- He volunteers as a coach for his children’s youth sports teams.
- He is passionate about golf, fly fishing, skiing, and spending his time with family.