Margie has nearly 30 years of experience in the financial services industry and holds a Series 7 securities license. She works closely with our financial advisor team (Ben, Mike, Duke and Dan), which she has done since 2006.
Margie helps our clients coordinate all the details of their financial lives, so they can devote their energy to what matters most to them, such as enjoying their family and friends. Before joining the Winter Park Wealth Group in 2013, Margie worked as a financial professional for 15 years at Bank of America and 12 years at Smith Barney.
Margie was born in the Pittsburgh area, moved to Orlando at a young age, and today lives in Winter Park. In her free time, she enjoys the beach, kayaking, fishing, traveling, cheering on the Pittsburgh Steelers, and spending time with her two grandchildren.