Role at Appleton
Maggie joined Appleton in 2014 and is an Wealth Management Associate within Appleton’s Wealth Management team. In her current role, she concentrates on the needs of private clients by working in collaboration with the firm’s portfolio managers, as well as their respective attorneys, accountants, and trustees. In addition, Maggie supports the wealth managers in the execution of equity trades and is part of the New Business on-boarding team.
Professional Experience
Prior to her current role, Maggie worked at Appleton as a summer intern. She has earned the CFA Institute Investment Foundations® Certificate and completed the Financial Planning Program at Boston University. Maggie is also a member of the Boston Estate Planning Council.
Education
B.B.A., Loyola University, Maryland
Personal Notes
Maggie is originally from Hingham, MA and currently resides in Boston. In her spare time, she enjoys traveling, baking, and spending time with family and friends. She looks forward to spending time on Cape Cod with her family in the summer.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
