Role at Appleton
Maggie joined Appleton in 2014 and is a Wealth Management Associate within Appleton’s Wealth Management Team. In her current role, she concentrates on the needs of high net worth individuals, multi-generational families and charitable organizations by working in collaboration with the firm’s wealth 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 an active 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 the South End of Boston. In her spare time, she enjoys traveling, baking, and spending time with family and friends. She often spends time in Hull with her family in the summer.
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