Title: Managing Director and Senior Wealth Advisor
Company: Dakota Wealth Management
Location: Danvers, Massachusetts, United States
Marilyn A. Rios, AIF, a managing director and senior wealth advisor at Dakota Wealth Management, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in the field of financial services.
Hailing from more than three decades of experience in the field of financial services, Ms. Rios has earned distinction as a managing director and senior client advisor at Dakota Wealth Management, an investment management firm that seeks to offer impeccable counsel in crafting a durable financial portfolio for every client. In her capacity with the company, Ms. Rios specializes in asset management, estate planning, retirement planning and financial consultation. Operating from the perspective that a sound strategic plan can conquer any adverse situation, she strives to remain aware of all relationships and accounts of concern on behalf of her clients, and leads the company’s northeast regional office.
Prior to her work at Dakota Wealth Management, Ms. Rios initially served as a regional banker from 1999 until 2000. Yearning to strike a superior balance between her work and personal life, and motivated by a desire to establish more long-term relationships with her clients, she joined Professional Planning Service, a registered investment advisor in New Hampshire. She served as the chief investment officer of the company until 2010, after which she took ownership of the company as its president and managing member. Additionally, in 2017, Ms. Rios began collaborating as a partner with Oakmont Partners LLC, an investment management firm.
Before embarking upon her professional journey, Ms. Rios studied marketing at the University of New Hampshire, from which she attained an associate degree. Well-qualified in her field, she was designated as an accredited investment fiduciary by Fi360 Inc. in 2010. As a testament to her subsequent accomplishments, she went on to earn recognition as the Top Investment Advisor by New Hampshire Magazine in 2011, 2012 and 2013.
Among her most cherished achievements, Ms. Rios is most proud to have distinguished herself as both a wife and mother to her family. Professionally, she is gratified to have grown in competence in the field of financial services, and to have forged long-lasting ties with many clients. In accounting for her success, Ms. Rios credits the fact that she has always surrounded herself with talented and accomplished colleagues.
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