Margaret Sullivan is a Financial Advisor and joined our team in September 2006. She too, worked for American Express Financial Advisors, and has had a career in the financial industry since 1998. She is responsible for addressing client's needs and reviewing portfolios, executing transactions, and partnering with Mr. Savone in formulating strategies to help clients achieve their goals. She holds the Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services. She also holds her FINRA Series 7, 63, and 66 securities registrations (held through Kestra Financial); her Florida Life, Health, and Variable Annuity license, and the FI360/Broadridge professional designation of Accredited Investment Fiduciary®. Margaret is also a notary public and graduated from Daytona State College with an associate of science degree in Business Administration.
Margaret enjoys spending her personal time with her husband, Troy, and their daughter. She appreciates outdoor adventures, such as boating and kayaking. Cooking for family and friends, as well as volunteering at her church, are also areas of great pleasure. She has resided in Palm Coast, Florida, since 1987.