Marilyn Schmitt

Marilyn Schmitt

Financial Advisor

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Phone: 713-830-6315
E-mail:
 

Marilyn Schmitt
Financial Advisor

Location 
Houston/Katy, Texas

Initial Year in Industry 
2001

Areas of Specialty 
Wealth management, comprehensive financial and estate planning and insurance solutions

Licenses Held 
Series 7, Series 66, Group 1, Certified Retirement Income Specialist

Civic involvement
Vounteer at Epiphany Catholic Church

Interests
Bike riding, skiing, travel, family 

Background Summary 
Marilyn has been a Financial Advisor in Houston for over 10 years.  She holds a BA degree from University of Houston and has a background in Human Resources.  Prior to becoming a Financial Advisor, Marilyn was in the human resources department with an oil and gas company that was bought by BP.  She has a wealth of experience with executive benefits and transitioning oil executives into retirement.

Marilyn holds Series 7, Series 66 and Group 1 licenses which allow her to provide full service financial planning, investments and insurance products.  Financial planning is the cornerstone of Marilyn's practice.  Through planning, she is able to fully understand the needs and proper solutions for each client's unique situation.  Her practice has developed around creating long-term relationships with her clients by earning their trust and providing customized solutions and continuing service.

Marilyn, her husband Jim, and their four children moved to Katy in 1987 and reside in Cinco Ranch.