Marilyn Rios
Marilyn Rios began her career in Wealth Management in 2000, after several years in the banking industry in Seacoast, New Hampshire. She joined Professional Planning Service, a New Hampshire-based Registered Investment Advisor firm, where she served as a Financial Advisor and Chief Investment Officer until 2010. At that point, she acquired the company and became President and Managing Member. Under her leadership, the firm expanded its client relationships to 22 states.
In January 2017, Marilyn partnered with Oakmont Partners, LLC, continuing her commitment to providing exceptional client services. On May 1, 2018, Dakota Wealth Management was launched alongside Oakmont Partners, with Marilyn taking on the role of Senior Wealth Advisor and Principal, overseeing the Portsmouth, New Hampshire office.
Marilyn specializes in Asset Management, Estate Planning, Retirement Planning, and Financial Consulting. She is dedicated to staying informed about changes in financial markets, regulations, and tax laws. As a Senior Wealth Advisor, she offers her clients a high level of expertise, drawing from her extensive financial background.
In 2022-2023, Marilyn was recognized in The Marquis Who’s Who publication, which honors individuals with professional integrity and outstanding achievements in their fields while making significant contributions to society. She has been a speaker at numerous industry conferences, including The RIA Institute and TSAM.
To further demonstrate her commitment to providing excellent service, she earned the Accredited Investment Fiduciary® professional designation in May 2010. Outside of her professional endeavors, Marilyn volunteers and teaches workshops at local organizations, churches, and charities in New Hampshire and Maine, focusing on finances, budgeting, and estate planning techniques. In her free time, Marilyn enjoys spending quality moments with her family, traveling, and exploring her passion for cooking.
