Margaret “Maggie,” an Associate Wealth Advisor at The Colony Group supports a team of wealth advisors with all aspects of wealth management, including attending to client requests, data gathering and analysis, financial planning, and client communication.
Prior to joining The Colony Group, Maggie was an Associate Wealth Advisor at GW & Wade, LLC. She was also an Audit Associate at Deloitte.
Maggie earned her Bachelor of Science in Finance and Accounting from Boston College. Additionally, she holds the CERTIFIED FINANCIAL PLANNER™ designation as well as a CPA license and a FINRA Series 65 license.
Outside of the office, Maggie enjoys running, cooking, and spending time with family and friends.