Role at Appleton
Maggie joined Appleton in 2014 and is a Wealth Manager within Appleton’s Wealth Management team. In her role, Maggie is focused on the needs of high-net-worth individuals, multi-generational families and charitable organizations and works in collaboration with their respective attorneys, accountants, and trustees to help them meet their financial and wealth management goals.
Professional Experience
Prior to her current role, Maggie was a Wealth Management Associate working closely with clients in collaboration with Wealth Managers. She completed the Financial Planning Program at Boston University and earned the CFA Institute Investment Foundations® Certificate. Maggie is also an active member of the Boston Estate Planning Council.
Education
B.B.A., Loyola University, Maryland
Certificate of Financial Planning, Boston University Financial Planning Program
Personal Notes
Maggie is originally from Hingham, MA and currently resides in the South End of Boston. In her spare time, she enjoys baking, traveling and spending time with family and friends. In the summer, she often spends time in Hull with her family at the beach.
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