Through a holistic goals-based approach to Financial Planning, Marge's mission is to proactively engage with her clients to help them create and facilitate the customized wealth management strategies that can support current financial lifestyle needs, build for the goals of tomorrow and establish a legacy for future generations. Marge works with clients who demand the highest level of service and attention including business owners, families and individuals.
Marge began her career in the Financial Services Industry in 1997 when she joined JP Morgan after graduating with a Bachelors of Science in Finance & Marketing from Drexel University, in Philadelphia. Her FINRA registrations include Series 7, 63, 66. She holds various state life and health insurance licenses.
Marge is a lifelong resident of Monmouth County, New Jersey where she currently resides with her husband, and three sons.
Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.