Maggie Shipley

Your Partner Dedicated in your Financial Journey

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571.360.4190

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Maggie Shipley

NextGen Advisor & Financial Analyst

 

Hometown:

Arlington, VA

What qualities make you best at your work?

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?

A long-term commitment is required to achieve your personal financial goals. Having a plan in place 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.

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.

“Not all of us can do great things. But we can all do small things with great love.”

– Mother Theresa

Education

  • Trinity University – BS in Mathematical Finance

Licenses

  • Series 7: “General Securities License”
  • Series 66: “Uniform Combined State Law Examination”
  • SIE: “Securities Industry Essentials Examination”
  • Life, Annuities and Health Insurance Licensed

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