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Florida

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Monamie Wealth & Retirement President
Address:
4706 Chiquita Blvd., Suite 200 Cape Coral FL 33914

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Marilyn
has over twenty years of experience in Banking and Financial Services. She spent eleven years at Fidelity Bank in Central Massachusetts where she was Assistant Vice President of Residential Lending and then promoted to Vice President, Client Relationship Manager in Insurance, Annuity and Investment Services. Marilyn was born and raised in Fitchburg, Massachusetts. Her family began “migrating” to Florida in 2001 and within a few years she was the only one left in Massachusetts. She realized that visiting over the holidays was not enough – she was missing important family moments and especially watching her nieces grow up. When the financial world began to change, she decided there was no better time to make the move and followed her family to Florida in 2009. Marilyn holds the Retirement Income Certified Professional®, (RICP) designation from the American College of Financial Services. The RICP® educational curriculum is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income.

Marilyn is a graduate of the College for Financial Planning, Denver, CO and has completed the CFP® Certification Professional Education Program. She is a Florida Licensed Life, Health and Annuity Agent, a Licensed Investment Advisor Representative and a NMLS Licensed Mortgage Loan Originator. Marilyn is Southwest Florida Chapter President of The Society for Financial Awareness. SOFA is a 501(c)(3) Non Profit Public Benefit Corporation whose mission is to provide financial education across America, one community at a time. As a Member of SOFA Marilyn presents informational workshops and seminars to individuals, companies, and organizations throughout Southwest Florida. These events are designed to educate individuals and businesses on a variety of financial topics and concerns.

Monamie Wealth & Retirement is a division of Capital Markets IQ, LLC, a SEC-Registered Investment Adviser.

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Please note that Marilyn Prevoir is not and does not claim to be a Certified Financial Planner™ or hold the (CFP®) designation.

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Safe Money Broadcasting LLC.
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