Robert W. Baird & Co.
46yrs
Top advisor by experience in Akron
42yrs
Denise Marko is a fiduciary financial advisor in Akron, Ohio, with 42 years in the industry. After five years at Wells Fargo Advisors, Denise joined Morgan Stanley in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 468 advisors with offices in Akron, and one of 382 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Ohio
Office3700 Embassy Parkway Suite 340, Akron, OH 44333
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowMorgan StanleyCurrent firm
- 2020 – 2025
- 2011 – 2020Wells Fargo Clearing Services, LLCPreviously
Contact Denise
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Denise. 3700 Embassy Parkway Suite 340Akron, OH 44333Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Denise
Tailored to Denise’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Denise
How do I contact Denise?
Call Morgan Stanley at (914) 225-5510 and ask for Denise Marko. Denise works from the Akron, OH office.
How long has Denise been a financial advisor?
Denise has been in the industry since 1984, about 42 years. Top 2% by experience in Ohio.
What licenses does Denise hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Denise a fiduciary?
Denise is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Denise paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Denise for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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