Ambler Financial Advisor Among Forbes 'Top 250'

AMBLER, PA — A locally-based financial advisor has been named to a prestigious Forbes list.

Aaron Marks, an Abington Senior High School graduate and Ambler area resident, is one of Forbes "Top 250 Next-Generation Wealth Advisors."

Marks, 34, works for Merrill Wealth Management's The Liebman Marks Group, based out of West Avenue in Jenkintown.

According to Forbes, the members of the list were nominated by their firms and then vetted and ranked by an outside group, Shook Research. The individuals "represent the future of the wealth management industry," Forbes said.

Marks was ranked 172nd on the list. His team's assets are totalled at $984 million, and the size of a typical houshold account ranges between $500,000 and $5 million, per Forbes.

The first ranked advisor was Seth Haye, of Morgan Stanley Wealth Management in California.

Marks was one of seven Pennsylvania wealth advisors that made the list, and the only one in Montgomery County.