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Aaron Marks, MBA

Senior Financial Advisor
Managing Director - Investments

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Aaron Marks

, MBA

Aaron Marks is a Senior Financial Advisor with Wells Fargo Advisors and was previously a Wealth Advisor in Wells Fargo's Private Bank, based in Boston. Aaron has years of experience working with highly sophisticated family offices, Ultra-High-Net-Worth individuals and institutions. Having worked with clients who are just stepping into great wealth via a liquidity event or who have a family office that manages their affairs, Aaron is comfortable finding ways he can be of value.

Aaron was previously co-head of family office and financial sponsor coverage based in the Boston office of Wells Fargo Private Bank. Before Wells Fargo he was with Citigroup, in their Private Bank, also based in the Northeast. Aaron has an MBA from UCLA Anderson School of Management and a BA in Economics with a Minor in Political Science from UCLA. He studied entrepreneurship and innovation at Tel Aviv University.

Aaron lives in Orange County, CA with his family, which includes three children. He is on the board of directors for his children's school where he is also the middle school basketball coach.

CA Insurance License Number: 4011340. Resident State CA

Senior Financial Advisor
Managing Director - Investments

aaron.marks@wellsfargo.com

https://www.linkedin.com/in/aaronmarks

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The Bordwell and Marks Private Wealth Management Group of Wells Fargo Advisors

5 Park Plaza
20th Floor
Irvine, CA 92614

(949) 862-1243
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PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.