Meet the Marks Wealth Management Team
The team behind your financial plan is young, credentialed, and built for the long term. Every member of the Marks Wealth Management advisory team works from our Ellicott City, Maryland office, where your plan is built, managed, and monitored every day.
Richard T. Gloekler, Financial Advisor
Contact
Phone: (410) 934-1199
Email: Placehold@MarksWM.com
LinkedIn: Placeholder
Richard T. Gloekler, Associate Advisor
At a Glance
Role:
Associate Advisor
Education
B.S. Economics, University of Maryland
With the Firm Since
2026
Areas of Focus
Client onboarding, financial planning introduction, relationship management
Location
Ellicott City, Maryland
Professional Background
Richard serves as Associate Advisor at Marks Wealth Management, where he helps prospective clients take the first steps toward their financial goals. He works closely with the advisory team to ensure every new relationship begins with a high level of service and personal attention. A Maryland native, Richard earned his degree in Economics from the University of Maryland. He first joined the firm as an intern before transitioning into a full-time role and is currently pursuing the required industry licenses.
A Relationship-First Approach
Richard developed his interest in finance while studying economics at the University of Maryland. A genuine drive to help others navigate important decisions drew him to the advisory profession and to Marks Wealth Management, where that same focus on people shapes every client interaction.
Beyond the Office
Outside of work, Richard enjoys golfing, exercising, watching sports, and spending time with friends and family.
What Our Clients Say
Have been with MWM since retiring in 2022 and it’s one of the best financial decisions I’ve ever made. They have solid investment strategies with expert analysis that adapts to the ever changing markets in order to grow your portfolio. This coupled with regular communications and support have made the financial side of retirement a piece of cake. So, check out MWM and make your life easy.
Cary Allen
The entire Marks Wealth Management team is great to work with. Since investing with them, my portfolio has steadily increased and reaffirms what a great decision it was to trust them with my portfolio.
Donnie Halloway
As an older retiree, I have depended on Charles and his team to help keep me as independent as possible. I am one of the few among my friends who doesn’t seem to have money worries. Special thanks to Catherine and Taylor for all your care.
Jan Dove
I’ve been with Charlie MWM for 11 years now and could not be more pleased. His staff is very attentive, knowledgeable and professional. In a word …outstanding!
Joe Karl