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Margaret specializes in
personal portfolio management,
retirement planning and estate
planning. Former President of
the Washington, D.C. Estate
Planning Council, Margaret also
advises non-profit organizations
on investment and cash flow
management, and on techniques
of deferred and planned giving.
She has been published and
cited in the New York Times,
Washington Post, Boardroom,
Bottom Line Personal, Money,
USA Today, Louis Rukeyser’s
Money Letter, and Dow Jones Financial Advisor, and has been
included in Worth Magazine’s 1988 and 1999 list of the top
financial advisors in America.
Formerly President of Armstrong, Welch, and MacIntyre, Inc., a personal financial planning firm in Washington, DC, Margaret merged her practice with Harris SBSB on January 1, 2001. She has been in practice since 1982. Margaret, a former English teacher, previously spent five years at the Folger Shakespeare Library, managing a project to develop a national constituency for that institution. Margaret, a CERTIFIED FINANCIAL PLANNER™ professional, practiced initially with Prudential-Bache Securities and Smith Barney. A Phi Beta Kappa graduate of Duke University with an MA from the University of Illinois, she has taught personal finance management for Fairfax County Adult Education. Her community activities include chairing the Wolf Trap Associates Board. She has been a Trustee of the Christ Church, Alexandria, Foundation; a member of the Hospice of Northern Virginia Planned Giving Advisory Committee; and has served on the Boards of Directors of Dumbarton Concerts, Wolf Trap Foundation and the Duke University Council on Women’s Studies. Margaret currently lives in Easton Maryland where she is a member of the boards of Chesapeake Chamber Music and the Avalon Foundation. She is currently accepting new clients both in Easton and in the Washington D.C. metro area. Harris SBSB™ is a brand name used by Sullivan, Bruyette, Speros & Blayney, Inc. an SEC registered investment advisor. Estate planning requires legal assistance, which Harris SBSB™ does not provide. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Harris Private Bank is a trade name used by various financial service providers in the Harris Financial Corp. |
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For information on how to start a relationship with Harris SBSB, contact us. | |
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