Margaret M. Todd, CLU®<br> CERTIFIED FINANCIAL PLANNER™

Margaret M. Todd, CLU®
CERTIFIED FINANCIAL PLANNER™

Financial Advisor

Phone: 610-993-9200
E-mail:
 

Meg is a seasoned professional with over 30 years of experience in the financial services industry encompassing the brokerage, private banking and advisory environments. She provides customized wealth management services to high-net worth clients. Centered on a long-term personal relationship, Meg helps families manage the risks associated with wealth accumulation, retirement income distribution and legacy transfer. Meg is also passionate about providing financial education to women, empowering them to navigate life's transitions with confidence.

She is a CERTIFIED FINANCIAL PLANNERTM professional and Chartered Life Underwriter (CLU®), holds FINRA Series 7 (General Securities) and Series 66 (Uniform Combined State Law) registrations, as well as being state insurance licensed. Meg graduated from Bucknell University with a B.A. in Economics.

 

On a volunteer basis, Meg works with The House - Phoenixville Women's Outreach, which provides safe housing and support for homeless women.  She provides cash flow and debt management counselling to residents as they work towards independence and self-sufficiency.