In her role as Client Relationship Manager, Peggy ensures that clients have an exceptional experience. She overseas many aspects of client relations including consulting with Silversage clients to deepen relationships, coordinating client meetings and calls with the advisory team, and other logistics that provide clients with information and perspective. Peggy’s professionalism and natural ability to interact with people fosters a sense of trust, ease, and appreciation.
Peggy brings 28 years of experience to Silversage. She is a registered representative and enhances the culture of excellence at Silversage with her experience in management, compliance, relationship building and team mentoring. Of her 17 years with Merrill Lynch, she spent the last 10 years in the Private Banking and Investment Group in Newport Beach. Prior to that, Peggy worked at Merrill Lynch offices in Beverly Hills and Denver, as well as at other firms that offered an array of wealth management and financial planning services
Peggy maintains an active lifestyle in the community by volunteering and serving several special causes and charities in Orange County. She enjoys the arts and theatre, hiking, cycling, the outdoors and spending time with family and friends.