Marilyn Smith

Branch Manager, RJFS
Senior Registered Client Associate, IFS

Marilyn 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.

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.

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