Elizabeth Marks Email

Associate Wealth Advisor @ Thorley Wealth Management, Inc.

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Elizabeth Marks Location

New York, United States

Elizabeth Marks Work

2025 - now Associate Wealth Advisor @ Thorley Wealth Management, Inc.
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2022 - 2025 Servicing Advisor @ Thorley Wealth Management, Inc.
2017 - 2022 Client Service Associate @ Thorley Wealth Management, Inc.

2001 - 2017 Administrative Assistant @ Georgetown Capital Group

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Elizabeth Marks Education

The American College of Financial Services
Chartered Life Underwriter, Chartered Financial Consultant, Tax Planning Certified Professional
2019 - 2025
Erie Community College
Associates Degree (Office Technology)
1998 - 2001

Elizabeth Marks Summary

Elizabeth Marks, based in New York, United States, is currently a Associate Wealth Advisor at Thorley Wealth Management, Inc.. Elizabeth Marks brings experience from previous roles at Thorley Wealth Management, Inc. and Georgetown Capital Group. Elizabeth Marks holds a 2019 - 2025 Chartered Life Underwriter, Chartered Financial Consultant, Tax Planning Certified Professional @ The American College of Financial Services.

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Kathryn Sengupta

Financial Assistant at Thorley Wealth Management, Inc.

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