Throughout her career in financial services, Margo has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining the financial industry in October 2006, Margo held several positions at GTE/Verizon but retired as a COEI Supervisor after 35 years.
Originally from Walterboro, SC but lived in Durham most of her life. Has 3 grown children and 6 Grandchildren ranging in age from 14 to 25 who all live in Durham and surrounding area. Enjoys spending time with family and friends and doing crafts.
Margo loves cooking, volunteering and giving back to her community.