Amie E. Marks
Amie has over 20 years of experience in financial services, beginning her career at the Chicago Board of Trade as an analyst for Refco, the largest clearing firm for futures. She moved into the financial markets in 1995 and worked for Securities Corporation of Iowa and Tucker Anthony, Inc. (Vice President), before joining Raymond James Financial Services as a Registered Principal in 2002. Her top-down approach to building financial plans allows great customization for clients, and Amie spends much of her time face-to-face with them.
In 2013, she founded Women in the Know as a perk for her female clients, and the forums have grown to be a passion for her.
Amie has been married to her husband Thomas Marks for over 20 years, and their son, Thomas Henry Marks, Jr. (or TJ), is definitely the apple of Amie’s eye. She is very active in their community of Lake Forest, serving on many school boards and local organizations, but is also involved in many organizations serving children and the arts in greater Chicago and even abroad. She has been an active philanthropist throughout her adult life.
Lake Forest College – BA in Business and BA in Studio Art. Kappa Alpha Theta sorority.
Series 24, 7, 63, 65, Life, Health and accident Insurance Licenses.