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We help you connect the pieces of
your financial picture.

Alex J. Marks

Alex J. Marks
Director – Wealth Management
Senior Wealth Advisor

NMLS# 1814624

  • Phone: 312-977-5163

E-Mail: alex.marks@citi.com

69 West Washington Street
Chicago, IL 60602

Get Directions to 69 West Washington Street

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 wealth planning process and global product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – 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.

About Alex

As a Citi Personal Wealth Management Wealth Advisor, my goal is to build strong relationships with clients by earning their trust. I leverage Citi's resources to provide tailored investment guidance and advice to affluent clients, including individuals, families, and businesses. I have more than 20 years’ experience with financial planning, wealth management and accumulation, and retirement income strategies.

My commitment to honesty and integrity are the core principles on which I operate, which has helped me develop lasting relationships with my clients. I am an Accredited Investment Fiduciary® and hold FINRA Series, 7, 63 and 65 licenses, as well as insurance licenses. I also have 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

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

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