NextGen Advisor & Financial Analyst
Hometown: Arlington, VA
What quality of yours makes you best suited to do what you do?
I am determined and do not like cutting corners. When I set my mind to something I want to execute to the highest potential. This, combined with my compassion, makes me suited to provide our clients with the best possible service and support.
How should people think about their wealth?
Wealth is a long-term commitment to staying proactive in order to reach your personal financial goals. Having a plan is important but being able to change that plan when needed is even more important. Wealth can help make those changes in life a bit smoother.
Favorite Quote or Personal motto
“Not all of us can do great things. But we can all do small things with great love.” – Mother Theresa
How do you spend your time outside of work?
I love being outside doing something active, hanging with family and friends, or watching sports!
What accomplishments are you most proud of?
Transferring colleges amid the pandemic then graduating with a degree in Mathematical Finance in 7 semesters while playing basketball. Also, going from unranked when I transferred to being the number one team in the country my senior season.
Education and Licenses:
Trinity University – BS in Mathematical Finance
Series 7: “General Securities License”
Series 66: “Uniform Combined State Law Examination”
SIE: “Securities Industry Essentials Examination”
Life, Annuities and Health Insurance Licensed
Contact Information:
maggieshipley@argentbridge.com
571-360-4190