Charles B. MarksonManaging Director - Investments
Fundamental Choice Portfolio Manager
Charles "Chuck" Markson is a Senior Vice President – Investments with Wells Fargo Advisors. He has dedicated the last 35 years to helping his clients navigate the shifting financial markets to reach their wealth management goals. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.
Chuck believes it takes careful planning to ensure your wealth continues to work in support of your goals. As such, this planning is not a single event but a constant process of adaption. Chuck works continually with his clients to update their investment strategies as the market and life circumstances change. While he does not provide tax advice, he helps clients stay current with tax law changes and estate planning issues to help preserve their wealth - now and for generations to come.
Chuck has been recognized as a Wells Fargo Premier Advisor. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Residing just south of Old Town Alexandria, Chuck, his wife Linda and their two children enjoy every aspect of living in the thriving suburbs of the Washington D.C, metropolitan area. He coached soccer for over 25 years with the local community sports clubs before retiring to the golf courses of Northern Virginia. As an active member of the Mount Vernon Golf Club, he hopes to enjoy the game of golf for many years to come.