Merrill Lynch Financial Advisor Brian Marks

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Investment management

About

Brian Marks is a financial advisor based in Dallas, Texas, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Brian provides comprehensive financial planning services that include retirement planning and investment management. His practice focuses on helping clients achieve their financial objectives through personalized guidance.

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