Steven's Background

Steven's headshot

Let me put my experience to work for you

The most important thing to know about me is that I’m committed to finding the right financial solutions for my clients. Here are a few other things about me.

As a financial professional, I am able to offer you guidance that can help you achieve your dreams and goals. I’m dedicated to providing a transparent and responsive approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect professionalism and respect.

As a proud resident of Tampa, FL, I have a vested interest in seeing my community thrive. When working with me, I’m happy to share all the resources and information that I have available.

When I’m not working with my clients, I enjoy the following hobbies: golfing and traveling. I’m also an active member of my community and regularly help the elderly and volunteer at local non-profit.

Now I’d like to hear your story and get started on a strategy to help you reach your financial goals.

Disclosure

Donald Marks is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0L45686), CT, FL, IL, MT, NC, NH, NY, SC, and TX. No insurance business may be conducted outside the states referenced.

Donald Marks is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3000 Bayport Dr Ste 1100, Tampa, FL, 33607. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, IL, NC, NY, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

INGRAM & MARKS FINANCIAL RESOURCES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither INGRAM & MARKS FINANCIAL RESOURCES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.