Freedom Street Partners: Margie Wiley

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Suffolk, VA
Freedom Street Partners: Margie Wiley

Margie’s dedication to helping clients achieve their personal and financial goals spans nearly three decades.

By working closely with her clients to determine the “purpose behind the money,” she develops a customized investment strategy consistent with their individual needs. She embraces a comprehensive approach to personal finance, mortgage and debt counseling, insurance plans, tax consequences, retirement savings and estate planning. Margie prioritizes giving back to a community that has given so much

to her. She holds leadership positions on multiple boards and councils, including Suffolk Business Women, Suffolk Humane Society, Suffolk Rotary, Lake Prince Woods Retirement Community and WHRO’s Community Advisory Board. Margie has been in the financial services industry since 1994 and has served in many roles and capacities. She has worked for companies that include HSBC, Edward Jones and now Raymond James. Originally from upstate New York, Margie and her husband, Mark, live in Suffolk with their big-eared rescue dog, Audie, named for World War II icon Audie Murphy and Nelly, a rescue pup from the Humane Society. In her free time, she enjoys hiking, walks with Audie and volunteering in her community. Raymond James is not affiliated with any of the organizations reference above. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Freedom Street Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

03/26/2024

02/16/2024

Our office will be closed on Monday, February 19, 2024 in observance of Presidents Day.

01/12/2024

Our office will be closed on Monday, January 15, 2024 in observance of Martin Luther King, Jr. Day.

01/01/2024

Our office will be closed on Friday, December 29, 2023 and Monday, January 1, 2024 in observance of New Years.

12/25/2023

Our office will be closed on Friday, December 22, 2023 and Monday, December 25, 2023 in observance of Christmas.

11/24/2023

Our office will be closed on Thursday, November 23, 2023 and Friday, November 24, 2023 in observance of Thanksgiving.

11/10/2023

Our office will be closed on Friday, November 10, 2023 in observance of Veteran's Day.

09/04/2023

Our office will be closed on Monday, September 4, 2023 in observance of Labor Day.

Address

2000 Hillpoint Boulevard Ste 200
Suffolk, VA
23434

Website

https://www.stewardpartners.com/Disclosures.36.htm

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