Peggy Quain

Peggy began working with John Larsen in 2013 and has since become a trusted and integral part of the Larsen Wealth Management team. As a Senior Client Service Associate, her reliability, attention to detail, and unwavering integrity make her the backbone of our organization. With a wealth of experience in the financial services industry, Peggy provides the stability and support essential for our firm’s daily operations and success.

In her role, Peggy is responsible for managing critical processes, including maintaining and processing new client accounts and scheduling appointments. Her exceptional organizational skills streamline business operations and ensure smooth client experience, even in the fast-paced world of financial services. Through her diligent work, Peggy helps our team meet both the short- and long-term financial goals of our clients.

What truly sets Peggy apart is her genuine care for others. She has built strong, trusting relationships with our clients and is dedicated to making their financial journey easier and more comfortable. Her commitment to excellence has been recognized through multiple Client Service Excellence Awards, a testament to her exceptional service and dedication.

Before joining Larsen Wealth Management, Peggy gained valuable industry experience in various client service roles, including as a Branch Officer Administrator with Edward Jones, a Client Service Associate at Prudential, and a Client Service Associate at Beacon Hill Securities.

Outside of the office, Peggy stays active with a variety of activities. She is deeply committed to giving back to the community and volunteers with the Best Friends Animal Society and the Arizona Animal Welfare League. A true animal lover, she enjoys spending time outdoors with her dog, Opie. Peggy is also a fan of live entertainment, often attending comedy shows or concerts to enjoy a good laugh and fantastic music.

At home, Peggy enjoys experimenting in the kitchen with new and familiar recipes. Above all, she treasures her time with her son, Michael, and believes in the importance of surrounding herself with positive, supportive people. She is passionate about fostering meaningful relationships and living a fulfilling, joyful life.

Larsen Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.