Marilyn is a Senior Executive Assistant at PRW Wealth Management, LLC. Her primary responsibilities include providing high level support for senior management, anticipating needs for the PRW team, and providing superior service for our clients.
She has over 20 years’ experience as an administrator in banking and finance. Prior to joining PRW, she worked for a private bank and a large financial firm in Boston.
Marilyn earned her Bachelor’s of Science Degree in Hotel Management from UMass Amherst. She is a licensed Notary Public for the Commonwealth of Massachusetts.
In her free time, Marilyn enjoys traveling and spending time with her two sons, Jared and Jake.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.