Meet AWAI-Trained Writer:
|Location:||San Antonio, TX|
Marilyn is a copywriter who specializes in writing for the financial services field.
She is a Wealth Advisor and a CERTIFIED FINANCIAL PLANNER TM professional with over 17 years of experience in the financial services industry. She advises high-net-worth clients on managing their wealth, including growing, protecting and transferring their assets.
Marilyn creates customized financial plans with recommendations for retirement planning, investments, tax strategies, estate planning, gifting, education funding and risk management (life, health, property and casualty insurance needs).
She has experience in trading stocks, bonds, stock options, mutual funds, exchange traded funds (ETFs), spot currencies, futures and options on futures.
Marilyn enjoys reading, writing and listening to music.