IAEOZ Summit 2025 Puerto Rico

Marilyn was born and raised in Johannesburg, South Africa, together with her 2 sisters, whom she cherishes. She then crossed the Atlantic to pursue higher education at Howard University in Washington, DC, attaining both her undergraduate and graduate degrees from her Alma Mater. She is also the proud parent of her daughter, Palesa, who is also a Howard University graduate. She resides in the Alexandria community in Northern Virginia, just outside of DC, and enjoys running, Zumba, traveling, and solving crossword puzzles as her leisure and personal downtime. She is also a Reiki level 1 master, which she has been practicing with family and friends for the past 20 years.

As a financial services veteran of more than fifteen years, Marilyn focuses on working with corporate, entrepreneurial, individual and familial clients to help them achieve their financial goals. She holds various securities licenses, namely, Series 7, 63, and 65 FINRA registrations as well as the Virginia Life and Annuities insurance license. She has also written various quarterly columns for a magazine on finance and investments. 

In terms of community involvement, she served as a Past President for 2 terms in the Annandale Chamber of Commerce in Annandale, Virginia, and had been a director on the Chamber’s Board for 9 years. As the Chamber’s former Volunteer Coordinator, she directed the collective volunteer efforts for many events including the annual Fall Festival and Parade, Bed Race and Haunted House. Other community organization involvement includes supporting the Urban Financial Services Coalition in their mission to support, advocate and develop financial advisors throughout the area.