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Karly Wakely

Wealth Advisor
Karly Wakely

Part marketing maven, part new business builder, and part client relationship manager; Karly plays a unique role within our firm. As a Jacqueline of all trades, she’s involved in most everything you see or hear about Marks Group. When Karly is not advising clients, she’s building financial plans, designing billboards, developing marketing campaigns, or coordinating our next client appreciation event. She’s also tech savvy enough to have taken on the unofficial role of Chief Technology Officer.

Karly graduated from the University of Minnesota with a degree in Economics. A self-proclaimed foodie, she loves visiting new restaurants and enjoys creating her own signature dishes. When she’s not pleasing her palate, Karly and her husband James are often hosting family and friends at their Linden Hills home or planning future travels. Karly enjoys immersing herself in different cultures—especially ones where food, fashion and finance collide.

Email: karly.wakely@marksgroup.com

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