Ms. Rios consistently applies a personal approach to each client's circumstances to devise a transparent strategic plan for each individual portfolio.
DANVERS, MA, December 05, 2022 /24-7PressRelease/ -- Marilyn A. Rios has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Ms. Rios is a Managing Director and Senior Wealth Advisor at Dakota Wealth Management, a position she has held since 2018 and in which she leads the firm's northeast regional office. Her professional experience is impressive and includes the role of senior client advisor with the same firm from 2018 to present. In 2000 Ms. Rios 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.
A proponent of forging sustainable, productive client relationships, Ms. Rios consistently applies a personal approach to each client's circumstances to devise a transparent strategic plan for each individual portfolio. Her success has been recognized through numerous awards, including being named the one of the top investment advisors in the state of New Hampshire in 2011 and 2012. Ms. Rios also holds critical industry credentials, including the Accredited Investment Fiduciary® Professional Designation, which she earned in 2010.
Ms. Rios is proud to be a wife and mother who has managed a sustainable work-life balance, and her professional achievements include a unique ability to establish and nurture long-term client relationships, Ms. Rios' vision for the future includes a commitment to remaining current on market and regulatory changes and consistently communicating critical information to her clients.
About Marquis Who's Who®
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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