, Senior Wealth Advisor
19 Hampton Road, Exeter,
Marilyn Rios brings a great deal of enthusiasm for helping clients reach their financial goals and strives to gain a clear understanding for each client’s unique set of circumstances. She brings more than 28 years of financial industry experience to Dakota Wealth Management. As a managing director leading the Portsmouth, New Hampshire office, she is dedicated to providing the highest level of expertise to her clients with her extensive financial background.
Marilyn specializes in Asset Management, Estate Planning, Retirement Planning and Financial Consulting. She is committed to staying abreast of changes in the markets, regulations, investment managers and financial products to provide the very best service to her clients.
In 2000 Marilyn joined Professional Planning Service, a New Hampshire-based RIA firm, where she was the chief investment officer until 2010, at which time she acquired the company taking on the role of president and managing member. The company continued to expand, encompassing client relationships in 22 states. In January 2017 Marilyn partnered with Oakmont Partners, LLC as a continued commitment to her clients in providing them the most expansive and finest client services possible.
Demonstrating her commitment to providing the utmost service to her clients, Marilyn earned the Accredited Investment Fiduciary® professional designation in May 2010, a process which included, but was not limited to, formal training in investment fiduciary responsibility.
In her spare time, Marilyn enjoys scuba diving, sailing and playing tennis.