About
Margaret
About Margaret
Margaret (Maggie) counsels clients on a wide range of wealth management and investment advisory services. She also supports a team of financial counselors to provide financial planning, investment management, and tax planning services to high-net-worth clients, families, and corporate executives.
Outside of the office, Maggie enjoys running, cooking, and spending time with family and friends.
Education and Professional Milestones
- Boston College – bachelor’s degree in finance and accounting
- Has held financial services roles, first for Deloitte and then for GW & Wade, LLC
About Margaret
Margaret (Maggie) counsels clients on a wide range of wealth management and investment advisory services. She also supports a team of financial counselors to provide financial planning, investment management, and tax planning services to high-net-worth clients, families, and corporate executives.
Outside of the office, Maggie enjoys running, cooking, and spending time with family and friends.
Education and Professional Milestones
- Boston College – bachelor’s degree in finance and accounting
- Has held financial services roles, first for Deloitte and then for GW & Wade, LLC