Margo Werner

Financial Advisor
E-mail: mwerner@44wealth.com | Phone: 541-359-0303
Brief info

Margo brings a fresh perspective to 44 Wealth, and an excitement to serve new and established clients and their families. She holds a BA from Colgate University. She interned three summers with the Werner Group at Merrill, and her 44 Wealth teammates describe her as a quick study, compassionate, and tenacious, all skills that will serve her well for years to come.

When she is not working, Margo enjoys time with friends - walking, hiking, tennis, watching movies, and playing trivia on Zoom with Colgate classmates across the US.

Education + License + Certification
  • BA, Colgate University
  • SEC Series 65
  • Margo is continuing her education by studying for the Certified Financial Planner (CFP) designation, with expected certification by 2022.
Experience Matters