ADVISOR BIO

Margaret Riley is a registered representative of Amundi Asset Management US, Inc., with over 1 year of experience in the financial services industry. Margaret is licensed to provide investment advice in 53 states and is a Series 63, 66, 7TO, and SIE exam holder. Margaret has been employed with Amundi Asset Management US, Inc. since July 2023. Prior to joining Amundi, Margaret was with Fidelity Brokerage Services LLC. Margaret’s specialties include retirement planning, investment advice, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Margaret Rebecca Zucker is a financial advisor who has been in the industry since 1998. Margaret is currently registered with RBC Capital Markets, LLC and has a Series 7, Series 24, Series 63 and SIE license. Margaret has held previous roles at PIMCO INVESTMENTS LLC, MORGAN STANLEY & CO. LLC and BZW SECURITIES INC. Margaret specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Margaret is also a registered representative in Massachusetts, New Jersey, and New York.

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ADVISOR BIO

Margaret Mariah-hope Wetherington is an investment advisor representative registered with Lord, Abbett & Co. Llc. Margaret has been in the industry since 2019 and has been registered with Lord, Abbett & Co. Llc since February 2020. Margaret has passed the SIE, Series 7 and Series 66 exams. Margaret has an active registration in New Jersey, Michigan and Ohio.

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ADVISOR BIO

Margaret Ann Haake is a financial advisor with RBC Capital Markets, LLC. Margaret is licensed in Kansas and Texas, and is registered with FINRA. She has been in the industry since 2021 and holds the Series 7TO, SIE, and Series 66 licenses. She specializes in investment management for individuals, businesses, pooled investment vehicles and pension consulting. Margaret also provides financial planning and education seminars.

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ADVISOR BIO

Margaret McKinney is a financial advisor at Moneta Group Investment Advisors, LLC, located in St. Louis, MO. Margaret is a Registered Investment Advisor (RIA) and a Registered Representative with a wide range of experience in the financial industry. Margaret's areas of specialization include investment management for individuals, businesses, and pooled investment vehicles. Margaret is also a certified financial planner. Margaret is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

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ADVISOR BIO

Margaret Elizabeth Robben is a registered representative with Goldman Sachs & Co. LLC. Margaret has been in the industry since 2024, holds a Series 7TO, Series 63 and SIE license. Margaret provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Margaret Fitzsimmons MacCowatt is an Investment Advisor Representative with BBR Partners, LLC. Margaret has been in the industry since 2014 and has a Series 65 license. Margaret has a broad range of experience working with individuals, high-net-worth individuals, corporations, investment companies, and pooled investment vehicles. Margaret is also able to provide financial planning and selection of other advisers.

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ADVISOR BIO

Margaret Hardy Nolan is a financial advisor at RBC Capital Markets, LLC. Margaret has been in the financial industry since 1983. She is a Certified Financial Planner and has a wide range of experience in providing financial advice to individuals, families, and businesses. Margaret has a strong background in investment management, retirement planning, and estate planning. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Margaret Davis is a financial advisor with Turtle Creek Wealth Advisors, LLC, where she is currently registered. She has been in the financial services industry for over 28 years and has extensive experience in investment management, financial planning, and estate planning. Margaret has been registered with several firms throughout her career, including Kingswood Capital Partners, LLC, Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC, and Braymen, Lambert and Noel Securities, Ltd. She holds the Series 6, 7, 24, 52TO, 53, and 63 licenses.

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ADVISOR BIO

Margaret Sims is a financial advisor at Balentine, LLC, an investment firm located in Atlanta, Georgia. Margaret has been in the financial industry since January 2011. Margaret holds the Series 66, Series 7, and Series 24 licenses. She is also a Certified Financial Planner. Margaret has experience working with clients in the following areas: charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, individuals other than high-net-worth, and state or municipal government entities.

SPECIALIZATIONS