Marilyn is our Director of Supervision for Legacy Private Wealth Partners as well as supporting our team members in a dual role as Senior Registered Client Service Associate.
Prior to joining our team, she worked with Morgan Stanley where she graduated from the Leadership Program as well as served as a peer mentor, trainer, onboarding and delegate for compliance.
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.