Wellesley - Worcester St

Margaret Welborn

JD

Senior Wealth Advisor

93 Worcester St
Wellesley, MA 02481

Margaret Welborn

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Margaret Welborn

Professional Certifications

  • JD – Juris Doctor
  • Investment Advisory Representative

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