Marilyn Petroskie

Client Service Specialist

LaGrange, GA

Marilyn joined Bison Wealth through Lakeview Capital Partners and has been with the firm since 2018. Prior to Bison Wealth, Marilyn worked in the financial services industry for five years combined with 15 years of customer service experience. In her spare time, Marilyn enjoys traveling, hiking, and working on home renovation projects.

Quote to live by:

“For truly I tell you, if you have faith the size of a mustard seed, you will tell this mountain, ‘move from here to there,’ and it will move. Nothing will be impossible for you.” – Matthew 17:20

3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326

404.841.2224
info@bisonholdingsllc.com

Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. Securities are offered through Metric Financial, LLC. located at 725 Ponce de Leon Ave. NE Atlanta, GA 30306, member FINRA/SIPC. Bison Wealth is not affiliated with Metric Financial, LLC., More information about the firm and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Check the background of this investment professional on FINRA’s BrokerCheck. Bison Wealth, LLC does not offer tax or legal advice.

Investment adviser representatives affiliated with Metric Financial, LLC, a FINRA member broker-dealer, will earn commissions on certain investments. This presents a conflict of interest because the representative is incentivized to earn a commission. This conflict is mitigated, however, because you are not required to engage the IAR or Metric Financial, LLC to invest in securities. To the extent your IAR is affiliated with a broker-dealer, you may request copies of the Form CRS associated with the broker-dealer to better understand fees and services and how those fees and services differ from those provided by Bison Wealth, LLC. Any fees and/or commissions billed by Metric Financial, LLC are distinct from and in addition to fees billed by Bison Wealth, LLC.

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