Alex J. Marks
Director – Wealth Management
Senior Wealth Advisor

NMLS#: 1814624

Phone: (312) 977-5163

69 West Washington Street
Chicago, IL 60602

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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 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.

Alex's Awards

The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.

Forbes 2022 Best-in-State Wealth Advisors www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022

Forbes 2023 Best-in-State Wealth Advisors www.forbes.com/lists/best-in-state-wealth-advisors

Forbes 2024 Best-in-State Wealth Advisors www.forbes.com/sites/rjshook/2024/04/03/methodology-best-in-state-wealth-advisors-2024

Important Information

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.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender. Citibank is not responsible for obligations of its affiliates.