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Marilyn Smith

Compliance Manager

Marilyn brings over 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 Honor Society and certificate in Foundations of Organizational Leadership for her work at Colorado State University in Business Management.

 

Prior to joining The Hamilton Group, Marilyn worked with Raymond James and Morgan Stanley, where she graduated from the Leadership Program and served as a peer mentor, trainer, onboarding, and delegate for compliance.

 

Marilyn enjoys sports, fitness, hiking (two fourteener’s), camping and exploring colorful Colorado and beyond.

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5251 DTC Parkway | Suite 700

Greenwood Village, CO | 80111

Concurrent Investment Advisors
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Purshe Kaplan Sterling Investments  ▪ 80 State Street, Albany, New York  12207

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