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.