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.
