Marlys Nash

Background

About Marlys Nash

As a Financial Advisor, Partner with Summit Global Private Wealth, I focus on helping people determine how much income they need for the retirement lifestyle they want. After all, retirement is all about having the paycheck in the mailbox each and every month. We are dedicated to creating financial roadmaps that allow people to pursue their goals in the most tax-efficient manner possible. We bring solutions and professional money management, once reserved for the wealthy, to families from all walks of life. Summit Global Investments has served families for many years. Do you know how many 401(k) plans or IRAs you have? Do you know if they’re still invested properly based on your risk tolerance and time frame to retirement? Do you know the potential income streams from these investments? I would be happy to sit down in person to review, and if suitable, design a plan that best fits your retirement and help you stay organized. If you’d like someone on your team with experience who will put your needs first, please contact Marlys on her cell: 303-947-2557 (voice only) or her office line at 720-779-0227 (voice & text). In addition, I am also a wife of 37 years, mother of three children, grandmother of 5 boys, past mortgage loan officer of 30 plus years, soccer mom, softball mom, gardener, lawn maintenance person, cook, cleaner and babysitter. The list could go on and on. I live a full life and I thank God each day for the blessings I have been given. I would love to share those life-long lessons and how they relate to your finances with you. Marlys Nash is a Registered Representative of, and securities are offered solely by, Equity Services, Inc, Member FINRA/SIPC, One National Life Drive, Montpelier, VT 05604, 800-344-7437. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Investment advisory services are offered through Summit Global Investments, LLC. Summit Global Investments and Summit Global Private Wealth are independent of Equity Services, Inc. Marlys Nash is licensed to offer securities in Colorado. An endorsement of this individual is not a referral of them or their services and may not reflect others’ views or experiences. TC8371736(0925)3