As part of the Cavanaugh, Foster, Sebastian Wealth Management Group, Marilyn is our Director of Supervision for Legacy Private Wealth Partners as well as supporting our team in a dual role as Senior Registered Client Service Associate. She is dedicated to providing an outstanding client service experience, going above and beyond to help ensure that client needs are fully met.
Marilyn was previously with Morgan Stanley where she graduated from the Leadership Program as well as served as a peer mentor, trainer, onboarding and delegate for compliance/supervision, operations as well as Senior Registered Client Associate.
She brings 15 years of financial services industry experience holding the Series 7, 63, 66, 9, 10 as well as the life, health and annuity insurance licenses. She is a member of the Golden Key International Honour Society and certificate in Foundations of Organizational Leadership for her work at Colorado State University in Business Management.
She and her family reside in Colorado Springs, loves sports, fitness, hiking (two fourteener’s), camping and exploring colorful Colorado.