Margaret brings a common-sense approach to investing, believing that if you don’t understand where you are putting your money, maybe that is not where it should be. She has been in the financial services industry for 40 years and worked her way up from an entry level position to an Investment Advisor in 1999. Now a Senior Investment Advisor, Margaret prides herself in not only educating her clients but ensures they understand the nature of their investments. Her focus is on providing customized investment solutions for individuals, families and business owners looking to secure their financial legacy. Her tailored approach allows her to provide customized solutions for high net worth clients ranging from wealth creation, financial planning, cash management, and capital markets opportunities.
Outside of the office, Margaret runs a not-for-profit bootcamp for women, as fitness is an important part of her life. Good health is an important Segway to emotional well-being. “Train to be strong and you will be”.
“You should rule your money – Money shouldn’t rule your life” Jaime Tardy…Author, EventualMillionaire.com
Working with a Partner, Gary Singh and associates Sharon Foster and Whitney Ross – Margaret and her team provide comprehensive experience to help meet the needs of their clients.Contact:
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