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Marilyn White Email & Phone Number
Wealth Advisor and Retirement Planning Specialist
at
Private Wealth Management
1 work email found
@lpl.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor and Retirement Planning Specialist
Location
Sacramento, California, United States
Company size
Who is Marilyn White? Overview
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Quick answer
Marilyn White is listed as Wealth Advisor and Retirement Planning Specialist at Private Wealth Management, a with 60 employees, based in Sacramento, California, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Marilyn White.
Marilyn White previously worked as Wealth Advisor/Retirement Planning Specialist at Private Wealth Management and Vice President at Morgan Stanley. Marilyn White holds Economics, Applied Economics from University Of San Francisco.
Company email context
Email format at Private Wealth Management
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{first}.{last}@lpl.com
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AeroLeads found 1 current-domain work email signal for Marilyn White. Compare company email patterns before reaching out.
Profile bio
About Marilyn White
My professional experience in the Financial Services Industry spans a 30 year plus time frame. I Began my career at Merrill Lynch, Pierce & Smith in October, 1990, also, formerly a Vice President with Morgan Stanley Smith Barney for 10 plus years.In 2003, founded my own Company and private practice, Private Wealth Management; an Independent Financial Planning and Investment Firm, specializing in Comprehensive Financial Planning, Investments, and Retirement Planning for Individuals and Small Businesses.My MissionTo make a difference in the lives of each of my clients by appropriately advising and guiding them on a path towards financial freedom and independence. I assist in this process by helping them to, first, clearly identify their priorities and their future financial goals; and secondly, by developing a personalized and customized plan and strategy that will set them on a path towards achieving financial freedom, and to assist and guide them all along the way to achieve their financial goals, while maintaining complete integrity and strict confidentiality in the process.Specialties: Financial Professional with broad Industry experience specializing in Comprehensive Financial Planning, including Retirement and Estate Planning; Utilizing Individual Stocks, ETFs, Bonds, including Government, Corporate, Municipal & Other Fixed Income products, Mutual Funds, Annuities, and Life Insurance. products.
Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, and 27 others.
Current workplace
Marilyn White's current company
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Private Wealth Management
4 roles
Marilyn White work experience
A career timeline built from the work history available for this profile.
Wealth Advisor/Retirement Planning Specialist
CurrentFinancial Planning & Investments, Retirement PlanningAll Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc.-A SEC Registered Investment Advisor. Private Wealth Management is not affiliated with The Investment Center, Inc. or IC Advisory Services.The use of the ''Connect" feature when establishing a connection with Private Wealth Management should not be considered a positive… Show more Financial Planning & Investments, Retirement PlanningAll Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc.-A SEC Registered Investment Advisor. Private Wealth Management is not affiliated with The Investment Center, Inc. or IC Advisory Services.The use of the ''Connect" feature when establishing a connection with Private Wealth Management should not be considered a positive reflection of the investment advisory services offered by said Company. Visitors to this page must avoid posting positive reviews of their experiences with the Company or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Private Wealth Management. Show less
Mar 2003 - Present
Dec 1992 - Nov 2002
Financial Advisor
Investment Advisor Representative/Comprehensive Financial Planning Planning
Oct 1990 - Dec 1992
Team & coworkers
Colleagues at Private Wealth Management
Other employees you can reach at paramounthomesllc.com. View company contacts for 60 employees →
SO
Sami Oubari
Colleague at Private Wealth ManagementGeneva Metropolitan Area, Switzerland
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KF
Karla Fiedler
Colleague at Private Wealth ManagementEau Claire-Menomonie Area, United States
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SD
Sara Dobbins
Colleague at Private Wealth ManagementAspen, Colorado, United States
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MC
Marchello Cash
Colleague at Private Wealth ManagementNassau, New Providence, The Bahamas, Bahamas
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BC
Bruce Carey
Colleague at Private Wealth ManagementMedfield, Massachusetts, United States
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SN
Sherwin N.
Colleague at Private Wealth ManagementUnited States
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BJ
Bronson James
Colleague at Private Wealth ManagementMiami-Fort Lauderdale Area, United States
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MS
Michelle Soto
Colleague at Private Wealth ManagementBay Shore, New York, United States
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FH
Fergus Higgins
Colleague at Private Wealth ManagementAntarctica
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JK
Joachim Kistner
Colleague at Private Wealth ManagementMonaco
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Sami Oubari
Colleague at Private Wealth ManagementGeneva Metropolitan Area, Switzerland
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KF
Karla Fiedler
Colleague at Private Wealth ManagementEau Claire-Menomonie Area, United States
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SD
Sara Dobbins
Colleague at Private Wealth ManagementAspen, Colorado, United States
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MC
Marchello Cash
Colleague at Private Wealth ManagementNassau, New Providence, The Bahamas, Bahamas
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BC
Bruce Carey
Colleague at Private Wealth ManagementMedfield, Massachusetts, United States
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SN
Sherwin N.
Colleague at Private Wealth ManagementUnited States
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BJ
Bronson James
Colleague at Private Wealth ManagementMiami-Fort Lauderdale Area, United States
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MS
Michelle Soto
Colleague at Private Wealth ManagementBay Shore, New York, United States
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FH
Fergus Higgins
Colleague at Private Wealth ManagementAntarctica
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JK
Joachim Kistner
Colleague at Private Wealth ManagementMonaco
View →
2 education records
Marilyn White education
Economics, Applied Economics
Applied Science (Basc), Education/English
Barber Scotia College
FAQ
Frequently asked questions about Marilyn White
Quick answers generated from the profile data available on this page.
What company does Marilyn White work for?
Marilyn White works for Private Wealth Management.
What is Marilyn White's role at Private Wealth Management?
Marilyn White is listed as Wealth Advisor and Retirement Planning Specialist at Private Wealth Management.
What is Marilyn White's email address?
AeroLeads has found 1 work email signal at @lpl.com for Marilyn White at Private Wealth Management.
Where is Marilyn White based?
Marilyn White is based in Sacramento, California, United States while working with Private Wealth Management.
What companies has Marilyn White worked for?
Marilyn White has worked for Private Wealth Management, Morgan Stanley, and Merrill Lynch.
Who are Marilyn White's colleagues at Private Wealth Management?
Marilyn White's colleagues at Private Wealth Management include Sami Oubari, Karla Fiedler, Sara Dobbins, Marchello Cash, and Bruce Carey.
How can I contact Marilyn White?
You can use AeroLeads to view verified contact signals for Marilyn White at Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Marilyn White attend?
Marilyn White holds Economics, Applied Economics from University Of San Francisco.
What skills is Marilyn White known for?
Marilyn White is listed with skills including Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, Retirement, Wealth Management, Mutual Funds, and Estate Planning.
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