Banks Marion,
CFP® Financial AdvisorBanks Marion is a Financial Advisor with Raymond James, in the firm’s Charleston branch office. Banks believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He provides a comprehensive approach to financial planning, estate planning, and risk management to individuals, families, institutions, and small businesses.
Prior to beginning his career in financial services in 2017, Banks received his undergraduate degree from Clemson University where he majored in financial management, and minored in accounting. Banks holds his Series 7, 63, and 65 securities licenses, and licenses for life, accident, and health insurance.
As a CERTIFIED FINANCIAL PLANNER™ professional, Banks holds one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Originally from Charleston, he is active in the community, and is a member at St. Phillips church. He enjoys fishing, boating, and spending time with his family and friends.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
