Overview
Maggie is a Senior Wealth Advisor at CLA. She works closely with her clients to understand their personal goals and aspirations and provides strategic financial planning services and investment portfolio strategy for individuals, families, and their businesses. Maggie brings nearly 15 years of experience in wealth management with a specific focus on comprehensive financial planning. She spent almost a decade at various RIA’s in Boston working with high net worth individuals, families, endowments, and institutions. Most recently Maggie was a financial consultant at Fidelity Investments. She has a passion and energy when it comes to building out and implementing financial plans with her clients that is unrivaled.
Education
- Bachelor of Arts from Dickinson College, Carlisle, PA
- Certified Financial Planner®, Certified Financial Planner Board of Standards