About Margaret
Margaret (Meg) focuses on tax and estate planning, financial counseling, and investment management. She also participates as a member of the firm’s Her Wealth® program.
Education and Professional Milestones
- University of Connecticut – bachelor’s degree in English literature
- Suffolk University Law School – Juris Doctor
- Has also held roles as a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand)
- Admitted to practice law in Massachusetts and California
-Investment Advisor Representative (Series 66)
-Investment Committee Member, Gaining Ground Non-Profit Organic Farm
Margaret (Meg) focuses on tax and estate planning, financial counseling, and investment management. She also participates as a member of the firm’s Her Wealth® program.
Education and Professional Milestones
- University of Connecticut – bachelor’s degree in English literature
- Suffolk University Law School – Juris Doctor
- Has also held roles as a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand)
- Admitted to practice law in Massachusetts and California
-Investment Advisor Representative (Series 66)
-Investment Committee Member, Gaining Ground Non-Profit Organic Farm