Marguerite joined LPL in 2019 bringing extensive experience in the financial services industry and a desire to help people navigate the complexities of financial management. She was a First Vice President at Prudential Financial, later Wachovia Securities, where her diverse experience included business and operating risk management with a focus on analyzing products proposed for distribution through the retail network.
Marguerite graduated from Virginia Tech’s Pamplin College of Business with a Bachelor of Science degree in Finance. She and her husband, Ed, live on Long Island and have two college aged sons. Marguerite also volunteers her time and expertise to assist area not-for-profits achieve their goals.