MARILYN SMITH
Operations Manager

With more than 13 years in the financial services industry, Marilyn offers substantial experience in client services, operations and administrative management.

Marilyn was previously a Senior Client Specialist with R.W. Baird and a Region Administration Manager with US Bancorp. Her career began with CUSO Financial Services in 2005 where she obtained her Series 7 and 63 licensing, later joining RBC Wealth Management.

In 2012, Marilyn joined Morgan Stanley where she graduated from the Leadership Program obtaining her supervisory licensing and training. She also served as a peer mentor, trainer of new associates and a delegate for compliance. She is a member of the Golden Key International Honour Society for her work at Colorado State University in Business Management.

Growing up in eastern Kansas, Marilyn currently resides in Colorado Springs, Colorado, and spends her time away from the office in the beautiful mountains, hiking, biking and camping. She is the proud mother of two daughters.