Friendly and personable, Maggie prides herself on providing timely and meaningful answers to our clients’ questions and ensures their needs are always her first priority.
As a registered client associate, Maggie also assists our group with all administrative and client service duties, including setting appointments, opening new accounts, transferring funds between accounts, sending dividend checks and monitoring required minimum distributions from retirement plans.
Maggie joined our team in 2008 and moved to Raymond James with us in 2015. Maggie has worked as a registered client associate at the Royal Bank of Canada (RBC), and as a receptionist and operations liaison at Sutro & Co. Maggie earned a bachelor’s degree in production/operations management from California State University in Hayward.
Originally from the Northern California city of San Leandro, Maggie lives in the San Gabriel Valley with her husband, David, and children, Grayson and Tristan. In her free time, Maggie loves walking with her dogs, Snowy and Joey.