Margaret began her financial services career in 1994 with Dean Witter later merging with Morgan Stanley and has been a Registered Representative with United Planners’ Financial Services of America since 2003. She works with individual and corporate clients focusing on investment management, retirement planning, and retirement income distribution.
She earned her Bachelor of Arts in French from the University of North Carolina at Chapel Hill. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2001 making her uniquely qualified to provide comprehensive financial advice. In addition, she earned the Certified Divorce Financial Analyst™ designation in 2005 to help divorcing couples. Along with mediators and attorneys, she practices the Collaborative method. Margaret is a member of the Collaborative Divorce Solutions of Tidewater.
Originally from New England, Margaret and her husband, Tim, moved to Hampton Roads in 1987 and live in Suffolk. In her free time, Margaret is an avid equestrian. She is a US Equestrian Federation judge in the discipline of Dressage. She is also a member of Rotary International, Zonta International, and the World Affairs Council of Greater Hampton Roads.
