Marilyn Delgado
Client Services Manager
Marilyn is the Client Services Manager for Wellspring Wealth. She has over three decades of experience in the financial services industry, working with top Investment Advisors and their high net worth clients. Prior to joining Wellspring Wealth, Marilyn was located in San Juan, Puerto Rico. She worked for both Santander Securities and Merrill Lynch for the majority of her career. As a tribute to her competence and unflappable nature, she served as the Branch Manager’s Executive Assistant and trained staff in all aspects of the business. She has proven to be a motivated, personable business professional with multiple talents acquired within the investment advisory industry along a diversified career path. She is deemed to be diplomatic and tactful with professionals at all levels, and is especially adept at servicing the needs of our firm’s clients. Marilyn is fluent in both English and Spanish. In addition to cooking a mean Paella, she enjoys spending time with her two daughters who have now graduated from Kennesaw State University in Finance and Forensic Science and whenever time permits, they’re all down at the beach with their toes in the sand.
Getting to Know Marilyn
Favorite food: Seafood – or “see food” – LOL. Seafood: all kinds and levels of cooked or uncooked, seared tuna is a favorite. Love to try exotic flavors, spices and textures. Weakness – chocolate
Favorite quote: “Think like a man, act like a lady, work like a dog” – magazine 1980. I was 20 years old the first time I read this quote. Having just entered the world of “Wall Street and finance” I thought it was the only way I would survive. I’m still here!
Best piece of financial advice: Buy on the rumor, sell on the news.
Favorite holiday: Three Kings Day – It’s on January 6th. Although I grew up in the USA, it was new to me at age 12. It was like a second Christmas!
Favorite movie: Alien – In space no one can hear you scream. But she survived!
If Marilyn could meet anyone, past or present, it would be: Marilyn Monroe
Something on Marilyn’s bucket list: Fly over a volcano in a helicopter.
Favorite author: Stephen King
Most impactful book read: The Stand
What motivates Marilyn: To be the best possible example to my daughters of believing in yourself, and to always try your hardest and you will succeed.
Favorite place: The beach…white sand, turquoise water, hot sun and great company.
Most proud of: My two daughters Samantha and Sabrina, who have learned that family is the most important thing.